Steward Partners Investment Advisory, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1723397
STAMFORD, CT
Position in WMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$280,016
+$41,273 QoQ
Shares Held
1,784
+2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#380
of 543 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $104,627,019 across 18 Building Products & Equipment names. WMS ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
94,337 | $46,334,560 | |
| 2 | JCI |
Johnson Controls International plc
|
204,106 | $29,821,927 | |
| 3 | GFF |
Griffon Corp
|
143,523 | $13,997,798 | |
| 4 | MAS |
Masco Corp /De/
|
54,018 | $4,395,444 | |
| 5 | CSL |
Carlisle Companies Inc
|
11,201 | $4,063,162 | |
| 6 | CARR |
CARRIER GLOBAL Corp
|
46,741 | $3,428,452 | |
| 7 | LII |
Lennox International Inc
|
1,135 | $650,298 | |
| 8 | FBIN |
Fortune Brands Innovations, Inc.
|
7,256 | $398,354 |
All Filings in WMS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,016 | 1,784 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $238,743 | 1,741 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $238,245 | 1,645 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $239,812 | 1,729 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $125,312 | 1,091 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $126,468 | 1,164 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $254,666 | 2,203 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $217,666 | 1,385 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $165,201 | 1,030 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $55,978 | 325 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $30,237 | 215 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $18,781 | 165 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $18,773 | 165 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||