Portside Wealth Group, LLC

Position in WMS — Advanced Drainage Systems, Inc.

CIK 1978608 Provo, UT

Position in WMS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$420,338

+$19,645 QoQ

Shares Held

2,678

-8.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#346

of 543 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Portside Wealth Group, LLC holds $1,197,727 across 3 Building Products & Equipment names. WMS ranks #2 (35.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	1,130	$555,010
2	WMS	Advanced Drainage Systems, Inc. This page	2,678	$420,338
3	JCI	Johnson Controls International plc	1,522	$222,379

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$420,338	2,678	-8.4%	Shares	Sole	2026-07-14
2026-03-31	$400,693	2,922	-15.6%	Shares	Sole	2026-05-12
2025-12-31	$501,546	3,463	-17.0%	Shares	Other	2026-01-21
2025-09-30	$578,656	4,172	+21.5%	Shares	Sole	2025-11-05
2025-06-30	$394,428	3,434	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.