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Asset Planning Inc’s AdvanSix ASIX Stock Holding History

Asset Planning Inc’s Portfolio ASIX Stock Details ASIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.62K Buy
333
+2
+0.6% +$45 ﹤0.01% 267
2026
Q1 		$8.07K Buy
331
+3
+0.9% +$57 0.01% 242
2025
Q4 		$5.68K Buy
328
+3
+0.9% +$52 ﹤0.01% 251
2025
Q3 		$6.29K Buy
325
+3
+0.9% +$63 ﹤0.01% 251
2025
Q2 		$7.66K Sell
322
-110
-25% -$2.49K 0.01% 241
2025
Q1 		$9.77K Sell
432
-212
-33% -$5.9K 0.01% 244
2024
Q4 		$18.3K Buy
+644
New +$19.5K 0.01% 214

Other funds holding ASIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Asset Planning Inc's ASIX Position: Q2 2026 in Review

Asset Planning Inc increased its AdvanSix (ASIX) stake by 0.6% in Q2 2026, buying an estimated $45 and bringing the position to 333 shares worth $6.62K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Asset Planning Inc first reported a position in ASIX in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.3K in Q4 2024. 256 funds tracked by Wall St. Rank hold ASIX as of Q2 2026.

  • Asset Planning Inc held 333 shares of AdvanSix worth $6.62K as of Q2 2026.
  • Asset Planning Inc bought 2 AdvanSix shares in Q2 2026, an estimated $45.
  • AdvanSix made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #267 holding.
  • Asset Planning Inc first reported a position in AdvanSix in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's AdvanSix position peaked at $18.3K in Q4 2024.
  • 256 funds tracked by Wall St. Rank held AdvanSix as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.