Superior Planning, LLC’s Ashland ASH Stock Holding History

Superior Planning, LLC’s Portfolio ASH Stock Details ASH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.52K	Buy	+96	New	+$6.78K	﹤0.01%	1107

Other funds holding ASH

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Superior Planning, LLC's ASH Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Ashland (ASH) in Q3 2026: 96 shares worth $6.52K. The stake represents ﹤0.01% of the portfolio and ranks #1107 among its holdings.

242 funds tracked by Wall St. Rank hold ASH as of Q3 2026.

Superior Planning, LLC held 96 shares of Ashland worth $6.52K as of Q3 2026.
Ashland was a new Superior Planning, LLC position in Q3 2026.
Ashland made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1107 holding.
242 funds tracked by Wall St. Rank held Ashland as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.