EVOLVE PRIVATE WEALTH, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 2111131
LOS ANGELES, CA
Position in WMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$362,420
New position
Shares Held
2,309
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#354
of 543 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 95%
Shared 0%
None 5%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $4,685,576 across 9 Building Products & Equipment names. WMS ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
9,115 | $1,331,792 | |
| 2 | OC |
Owens Corning
|
4,428 | $703,874 | |
| 3 | TT |
Trane Technologies plc
|
1,321 | $648,822 | |
| 4 | FBIN |
Fortune Brands Innovations, Inc.
|
7,363 | $404,228 | |
| 5 | MAS |
Masco Corp /De/
|
4,679 | $380,730 | |
| 6 | WMS |
Advanced Drainage Systems, Inc.
This page
|
2,309 | $362,420 | |
| 7 | CARR |
CARRIER GLOBAL Corp
|
4,297 | $315,184 | |
| 8 | LPX |
Louisiana-Pacific Corp
|
3,489 | $274,444 |
All Filings in WMS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,420 | 2,309 | Shares | Defined | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||