Kingsview Wealth Management, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1791965
GRANTS PASS, OR
Position in WMS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,338,711
+$165,701 QoQ
Shares Held
8,529
-0.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#248
of 543 holders
Holding Since
Mar 2025
6 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, 2026Kingsview Wealth Management, LLC holds $7,138,797 across 7 Building Products & Equipment names. WMS ranks #3 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
4,550 | $2,234,778 | |
| 2 | JCI |
Johnson Controls International plc
|
10,081 | $1,472,934 | |
| 3 | WMS |
Advanced Drainage Systems, Inc.
This page
|
8,529 | $1,338,711 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
15,074 | $1,105,677 | |
| 5 | BLDR |
Builders FirstSource, Inc.
|
3,826 | $342,350 | |
| 6 | GFF |
Griffon Corp
|
3,448 | $336,283 | |
| 7 | OC |
Owens Corning
|
1,938 | $308,064 |
All Filings in WMS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,338,711 | 8,529 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,173,010 | 8,554 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,234,386 | 8,523 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,228,604 | 8,858 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $817,573 | 7,118 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $745,230 | 6,859 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||