Bell Investment Advisors, Inc
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1890149
ORINDA, CA
Position in WMS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,726
+$218 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#511
of 543 holders
Holding Since
Jun 2022
16 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, 2026Bell Investment Advisors, Inc holds $880,911 across 16 Building Products & Equipment names. WMS ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
6,750 | $495,112 | |
| 2 | JCI |
Johnson Controls International plc
|
1,360 | $198,709 | |
| 3 | TT |
Trane Technologies plc
|
205 | $100,687 | |
| 4 | MAS |
Masco Corp /De/
|
391 | $31,815 | |
| 5 | BLDR |
Builders FirstSource, Inc.
|
227 | $20,311 | |
| 6 | SPXC |
SPX Technologies, Inc.
|
37 | $9,071 | |
| 7 | LII |
Lennox International Inc
|
15 | $8,594 | |
| 8 | CSL |
Carlisle Companies Inc
|
7 | $2,539 |
All Filings in WMS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,726 | 11 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,508 | 11 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,593 | 11 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $1,525 | 11 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $1,263 | 11 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $651 | 6 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $693 | 6 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $942 | 6 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $962 | 6 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,033 | 6 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $843 | 6 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,252 | 11 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,251 | 11 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $505 | 6 | Shares | Sole | 2023-05-10 | |
| 2022-09-30 | $621 | 5 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $450 | 5 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||