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Bartlett & Co Wealth Management’s Ashland ASH Stock Holding History

Bartlett & Co 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 		$198 Hold
3
– – ﹤0.01% 1264
2026
Q1 		$158 Buy
+3
New +$178 ﹤0.01% 1214
2019
Q3 		– Sell
-14
Closed -$1.12K – 879
2019
Q2 		$1.12K Buy
+14
New +$1.08K ﹤0.01% 700

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

Bartlett & Co Wealth Management's ASH Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Ashland (ASH) position steady in Q2 2026 at 3 shares worth $198. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Bartlett & Co Wealth Management first reported a position in ASH in Q2 2019 and has held it in 3 quarters since. The position peaked at $1.12K in Q2 2019. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Bartlett & Co Wealth Management held 3 shares of Ashland worth $198 as of Q2 2026.
  • Bartlett & Co Wealth Management left its Ashland share count unchanged in Q2 2026.
  • Ashland made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1264 holding.
  • Bartlett & Co Wealth Management first reported a position in Ashland in Q2 2019 and has held it in 3 quarters since.
  • Bartlett & Co Wealth Management's Ashland position peaked at $1.12K in Q2 2019.
  • 355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.