Envestnet Portfolio Solutions, Inc.

Position in WMS — Advanced Drainage Systems, Inc.

CIK 1998033 BERWYN, PA

Position in WMS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$261,024

-$3,362 QoQ

Shares Held

1,663

-13.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#389

of 543 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $17,680,082 across 9 Building Products & Equipment names. WMS ranks #9 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	49,499	$7,232,298
2	TT	Trane Technologies plc	6,545	$3,214,642
3	CSL	Carlisle Companies Inc	6,173	$2,239,255
4	CARR	CARRIER GLOBAL Corp	19,189	$1,407,513
5	OC	Owens Corning	6,283	$998,745
6	MAS	Masco Corp /De/	10,617	$863,905
7	GFF	Griffon Corp	8,694	$847,925
8	LII	Lennox International Inc	1,073	$614,775

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,024	1,663	-13.7%	Shares	Sole	2026-07-20
2026-03-31	$264,386	1,928	-22.2%	Shares	Sole	2026-04-29
2025-12-31	$358,888	2,478	+16.2%	Shares	Sole	2026-02-06
2025-09-30	$295,847	2,133	-0.2%	Shares	Sole	2025-10-30
2025-06-30	$245,455	2,137	-72.9%	Shares	Sole	2025-07-25
2025-03-31	$857,574	7,893	-13.0%	Shares	Sole	2025-04-21
2024-12-31	$1,048,607	9,071	+3.2%	Shares	Sole	2025-02-10
2024-09-30	$1,381,279	8,789	+0.5%	Shares	Sole	2024-10-31
2024-06-30	$1,402,931	8,747	-10.1%	Shares	Sole	2024-07-16
2024-03-31	$1,675,895	9,730	-6.9%	Shares	Sole	2024-05-06
2023-12-31	$1,469,688	10,450	-2.8%	Shares	Sole	2024-02-07
2023-09-30	$1,223,444	10,748	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.