Position in WMS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$28,559,185
+$7,647,409 QoQ
Shares Held
181,952
+19.3% QoQ
Ownership
0.241%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#72
of 543 holders
Holding Since
Jun 2024
9 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, 2026J. Safra Sarasin Holding AG holds $73,218,847 across 4 Building Products & Equipment names. WMS ranks #2 (39.0% of the industry book) .
All Filings in WMS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,559,185 | 181,952 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $20,911,776 | 152,496 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $24,109,704 | 166,469 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $18,850,994 | 135,912 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $8,396,610 | 73,103 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $8,517,399 | 78,393 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $11,076,907 | 95,821 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $22,142,115 | 140,889 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $31,552,240 | 196,722 | Shares | Defined | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||