BWA
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Basecamp Wealth Advisors’s Ashland ASH Stock Holding History

Basecamp 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
2026
Q2 		$7.51K Sell
114
-39
-25% -$2.27K ﹤0.01% 1073
2026
Q1 		$8.51K Sell
153
-2
-1% -$118 ﹤0.01% 1061
2025
Q4 		$9.09K Buy
+155
New +$8.19K ﹤0.01% 991

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

Basecamp Wealth Advisors's ASH Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Ashland (ASH) stake by 25% in Q2 2026, selling an estimated $2.27K and leaving 114 shares worth $7.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Basecamp Wealth Advisors first reported a position in ASH in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.09K in Q4 2025. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Basecamp Wealth Advisors held 114 shares of Ashland worth $7.51K as of Q2 2026.
  • Basecamp Wealth Advisors sold 39 Ashland shares in Q2 2026, an estimated $2.27K.
  • Ashland made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1073 holding.
  • Basecamp Wealth Advisors first reported a position in Ashland in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Ashland position peaked at $9.09K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.