AWM
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Abound Wealth Management’s Ashland ASH Stock Holding History

Abound Wealth Management’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
Q2 		$52.1K Hold
791
– – 0.01% 231
2026
Q1 		$44K Hold
791
– – 0.01% 266
2025
Q4 		$46.4K Hold
791
– – 0.01% 239
2025
Q3 		$37.9K Hold
791
– – 0.01% 251
2025
Q2 		$39.8K Buy
+791
New +$40.2K 0.01% 232

Other funds holding ASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Abound Wealth Management's ASH Position: Q2 2026 in Review

Abound Wealth Management held its Ashland (ASH) position steady in Q2 2026 at 791 shares worth $52.1K. The position accounts for 0.01% of the portfolio, ranked #231.

Abound Wealth Management first reported a position in ASH in Q2 2025 and has held it in 5 quarters since. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Abound Wealth Management held 791 shares of Ashland worth $52.1K as of Q2 2026.
  • Abound Wealth Management left its Ashland share count unchanged in Q2 2026.
  • Ashland made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #231 holding.
  • Abound Wealth Management first reported a position in Ashland in Q2 2025 and has held it in 5 quarters since.
  • 355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.