Global Retirement Partners, LLC

Pension

Position in WMS — Advanced Drainage Systems, Inc.

CIK 1749744 San Rafael, CA

Position in WMS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$236,538

+$13,935 QoQ

Shares Held

1,507

-2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#402

of 543 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Global Retirement Partners, LLC holds $10,723,297 across 24 Building Products & Equipment names. WMS ranks #8 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	6,044	$2,968,571
2	JCI	Johnson Controls International plc	19,520	$2,852,067
3	AAON	Aaon, Inc.	13,581	$1,722,885
4	CARR	CARRIER GLOBAL Corp	17,289	$1,268,148
5	MAS	Masco Corp /De/	6,155	$500,832
6	CSL	Carlisle Companies Inc	1,088	$394,672
7	SPXC	SPX Technologies, Inc.	1,180	$289,300
8	WMS	Advanced Drainage Systems, Inc. This page	1,507	$236,538

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$236,538	1,507	-2.0%	Shares	Sole	2026-08-06
2025-12-31	$222,603	1,537	+53.7%	Shares	Sole	2026-02-06
2025-09-30	$138,700	1,000	+0.2%	Shares	Sole	2025-10-21
2025-06-30	$114,630	998	+57.7%	Shares	Sole	2025-08-12
2024-12-31	$73,174	633	-16.9%	Shares	Sole	2025-01-31
2024-09-30	$119,755	762	-20.8%	Shares	Sole	2024-10-16
2024-06-30	$154,295	962	+25.3%	Shares	Sole	2024-07-23
2024-03-31	$132,280	768	-2.5%	Shares	Sole	2024-04-23
2023-12-31	$110,824	788	+58.6%	Shares	Sole	2024-01-18
2023-09-30	$56,573	497	+10.0%	Shares	Sole	2023-10-13
2023-06-30	$51,428	452	0.0%	Shares	Sole	2023-07-20
2023-03-31	$38,062	452	+8940.0%	Shares	Sole	2023-05-08
2022-12-31	$409	5	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.