Journey Advisory Group, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1840085
COVINGTON, KY
Position in WMS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$569,450
+$71,943 QoQ
Shares Held
3,628
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#320
of 543 holders
Holding Since
Dec 2020
21 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, 2026Journey Advisory Group, LLC holds $907,960 across 2 Building Products & Equipment names. WMS ranks #1 (62.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMS |
Advanced Drainage Systems, Inc.
This page
|
3,628 | $569,450 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
4,615 | $338,510 |
All Filings in WMS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,450 | 3,628 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $497,507 | 3,628 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $525,298 | 3,627 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $235,235 | 1,696 | Shares | Sole | 2025-11-10 | |
| 2024-12-31 | $198,369 | 1,716 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $269,686 | 1,716 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $275,229 | 1,716 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $817,278 | 4,745 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $667,336 | 4,745 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $562,889 | 4,945 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $562,528 | 4,944 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $445,807 | 5,294 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $443,047 | 5,405 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $986,254 | 7,930 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $763,793 | 8,480 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,132,259 | 9,530 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,297,318 | 9,530 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,036,268 | 9,580 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,116,740 | 9,580 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $990,476 | 9,580 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $800,696 | 9,580 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||