Position in WMS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,237
+$535 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#494
of 543 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026High Note Wealth, LLC holds $56,919 across 6 Building Products & Equipment names. WMS ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
223 | $16,357 | |
| 2 | JCI |
Johnson Controls International plc
|
98 | $14,318 | |
| 3 | SPXC |
SPX Technologies, Inc.
|
37 | $9,071 | |
| 4 | TT |
Trane Technologies plc
|
16 | $7,858 | |
| 5 | CSL |
Carlisle Companies Inc
|
14 | $5,078 | |
| 6 | WMS |
Advanced Drainage Systems, Inc.
This page
|
27 | $4,237 |
All Filings in WMS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,237 | 27 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,702 | 27 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,910 | 27 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,161 | 30 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,101 | 27 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,521 | 14 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,890 | 25 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||