AWA
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Arkadios Wealth Advisors’s Ashland ASH Stock Holding History

Arkadios Wealth Advisors’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
2025
Q4 		– Sell
-9,992
Closed -$479K – 1568
2025
Q3 		$479K Buy
9,992
+143
+1% +$7.51K 0.01% 948
2025
Q2 		$495K Sell
9,849
-178
-2% -$9.05K 0.01% 849
2025
Q1 		$594K Buy
+10,027
New +$639K 0.02% 644
2021
Q3 		– Sell
-428
Closed -$37K – 1862
2021
Q2 		$37K Buy
428
+1
+0.2% +$90 ﹤0.01% 1028
2021
Q1 		$37K Buy
427
+195
+84% +$16.8K 0.01% 779
2020
Q4 		$18K Buy
232
+69
+42% +$5.21K ﹤0.01% 777
2020
Q3 		$12.4K Sell
163
-34
-17% -$2.52K 0.01% 703
2020
Q2 		$13.7K Hold
197
– – 0.01% 618
2020
Q1 		$9.86K Buy
197
+163
+479% +$11.2K 0.01% 639
2019
Q4 		$2.77K Buy
+34
New +$2.58K ﹤0.01% 782

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Arkadios Wealth Advisors's ASH Position: Q4 2025 in Review

Arkadios Wealth Advisors sold out of Ashland (ASH) in Q4 2025, closing a stake of 9,992 shares — an estimated $479K sold.

Arkadios Wealth Advisors first reported a position in ASH in Q4 2019 and held it in 10 quarters. The position peaked at $594K in Q1 2025. 334 funds tracked by Wall St. Rank hold ASH as of Q4 2025.

  • Arkadios Wealth Advisors reported no remaining Ashland position as of Q4 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 9,992 Ashland shares in Q4 2025, an estimated $479K.
  • Arkadios Wealth Advisors first reported a position in Ashland in Q4 2019 and held it in 10 quarters.
  • Arkadios Wealth Advisors's Ashland position peaked at $594K in Q1 2025.
  • 334 funds tracked by Wall St. Rank held Ashland as of Q4 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.