Spire Wealth Management

Position in WMS — Advanced Drainage Systems, Inc.

CIK 1858740 MCLEAN, VA

Position in WMS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$129,178

+$16,458 QoQ

Shares Held

823

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#425

of 543 holders

Holding Since

Mar 2021

12 quarters on record

Industrials · as of Jun 30, 2026

Spire Wealth Management holds $5,505,371 across 12 Building Products & Equipment names. WMS ranks #3 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	9,340	$4,587,434
2	CARR	CARRIER GLOBAL Corp	6,534	$479,268
3	WMS	Advanced Drainage Systems, Inc. This page	823	$129,178
4	SPXC	SPX Technologies, Inc.	485	$118,907
5	JCI	Johnson Controls International plc	778	$113,673
6	ARLO	Arlo Technologies, Inc.	2,726	$36,746
7	BLDR	Builders FirstSource, Inc.	240	$21,475
8	CSL	Carlisle Companies Inc	26	$9,431

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$129,178	823	+0.1%	Shares	Sole	2026-07-15
2026-03-31	$112,720	822	+0.1%	Shares	Sole	2026-04-22
2025-12-31	$118,905	821	-5.4%	Shares	Sole	2026-01-14
2025-09-30	$120,391	868	+0.1%	Shares	Sole	2025-10-23
2025-06-30	$99,583	867	+6.0%	Shares	Sole	2025-08-04
2025-03-31	$88,875	818	+0.2%	Shares	Sole	2025-04-23
2024-12-31	$94,329	816	-53.2%	Shares	Sole	2025-01-24
2022-03-31	$206,967	1,742	+0.1%	Shares	Sole	2022-04-18
2021-12-31	$236,866	1,740	+0.1%	Shares	Sole	2022-01-14
2021-09-30	$188,107	1,739	-4.1%	Shares	Sole	2021-10-22
2021-06-30	$211,341	1,813	-38.0%	Shares	Sole	2021-07-26
2021-03-31	$302,519	2,926	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.