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Atria Investments’s Ashland ASH Stock Holding History

Atria Investments’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
-4,384
Closed -$210K – 2024
2025
Q3 		$210K Sell
4,384
-624
-12% -$32.8K ﹤0.01% 1925
2025
Q2 		$252K Buy
5,008
+1,243
+33% +$63.2K ﹤0.01% 1796
2025
Q1 		$223K Buy
+3,765
New +$240K ﹤0.01% 1770
2024
Q4 		– Sell
-3,389
Closed -$295K – 1855
2024
Q3 		$295K Buy
3,389
+95
+3% +$8.51K ﹤0.01% 1629
2024
Q2 		$311K Buy
+3,294
New +$320K ﹤0.01% 1570
2020
Q1 		– Sell
-3,737
Closed -$286K – 604
2019
Q4 		$286K Buy
3,737
+933
+33% +$70.8K 0.01% 996
2019
Q3 		$216K Buy
+2,804
New +$213K 0.01% 821

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

Atria Investments's ASH Position: Q4 2025 in Review

Atria Investments sold out of Ashland (ASH) in Q4 2025, closing a stake of 4,384 shares — an estimated $210K sold.

Atria Investments first reported a position in ASH in Q3 2019 and held it in 7 quarters. The position peaked at $311K in Q2 2024. 334 funds tracked by Wall St. Rank hold ASH as of Q4 2025.

  • Atria Investments reported no remaining Ashland position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 4,384 Ashland shares in Q4 2025, an estimated $210K.
  • Atria Investments first reported a position in Ashland in Q3 2019 and held it in 7 quarters.
  • Atria Investments's Ashland position peaked at $311K in Q2 2024.
  • 334 funds tracked by Wall St. Rank held Ashland as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.