ABSHER WEALTH MANAGEMENT, LLC WMS — ADVANCED DRAIN SYS INC DEL

Ownership history in ABSHER WEALTH MANAGEMENT, LLC  ·  6 quarters on record

AI Ownership Summary

ABSHER WEALTH MANAGEMENT, LLC reported ADVANCED DRAIN SYS INC DEL (WMS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.27% in 2025 Q3. The latest visible filing shows WMS at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ABSHER WEALTH MANAGEMENT, LLC's position in ADVANCED DRAIN SYS INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WMS was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WMS stock page ABSHER WEALTH MANAGEMENT, LLC fund profile ABSHER WEALTH MANAGEMENT, LLC full holdings
How ABSHER WEALTH MANAGEMENT, LLC held WMS — position size vs. price
% of Fund (quarterly)    WMS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 6,719 -5,526 -45.1% 0.11% $921K 2026-05-04 $140.75
2025 Q4 REDUCED 24.4% -5.2% ✅ 12,245 -3,953 -24.4% 0.21% $1.8M 2026-01-28 $151.82
2025 Q3 REDUCED 6.2% +7.3% ❌ 16,198 -1,071 -6.2% 0.27% $2.2M 2025-10-22 $139.24
2025 Q2 ADDED — — — 17,269 +815 +5.0% 0.25% $2.0M 2025-07-23 $117.14
2025 Q1 ADDED — — — 16,454 +2,102 +14.6% 0.23% $1.8M 2025-04-22 $104.19
2024 Q4 INITIATED — — — 14,352 — — 0.22% $1.7M 2025-01-27 $124.16

🏢 Other funds also holding WMS

As of 2026 Q1 — sorted by position size

Triodos Investment Management BV 3Y 7Y 5.57% PRENTISS SMITH & CO INC 3Y 7Y 3.48% RIK SAYLOR FINANCIAL, INC. 2.39% Future Fund LLC 3Y 1.32% Robeco Schweiz AG 3Y 7Y 0.89% GENEVA CAPITAL MANAGEMENT LLC 3Y 7Y 0.75% CORBYN INVESTMENT MANAGEMENT INC/MD 3Y 7Y 0.7% Bell Asset Management Ltd 3Y 7Y 0.61% Capital Investment Counsel, LLC 0.52% Vision Capital Management, Inc. 3Y 7Y 0.51%

FAQ About ABSHER WEALTH MANAGEMENT, LLC and WMS

These are the practical questions this page is built to answer before you even open the full history table.

How long has ABSHER WEALTH MANAGEMENT, LLC reported owning WMS?

ABSHER WEALTH MANAGEMENT, LLC reported WMS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported WMS position in ABSHER WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for WMS was 0.27% in 2025 Q3.

What is the latest reported WMS position on this page?

The most recent filing on this page is 2026 Q1, when ABSHER WEALTH MANAGEMENT, LLC reported 6,719 shares, equal to 0.11% of portfolio, with an estimated market value of $921K.

What does the chart on this WMS ownership page compare?

The chart compares ABSHER WEALTH MANAGEMENT, LLC's quarterly WMS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ABSHER WEALTH MANAGEMENT, LLC time their WMS position?

Based on 13F filing dates vs. subsequent WMS price moves, ABSHER WEALTH MANAGEMENT, LLC correctly timed 3 out of 5 reported position changes (60%).

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