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Bell Investment Advisors’s Ashland ASH Stock Holding History

Bell Investment 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 		$1.91K Hold
29
– – ﹤0.01% 1346
2026
Q1 		$1.61K Hold
29
– – ﹤0.01% 1394
2025
Q4 		$1.7K Sell
29
-33
-53% -$1.74K ﹤0.01% 1402
2025
Q3 		$2.97K Sell
62
-41
-40% -$2.15K ﹤0.01% 1172
2025
Q2 		$5.18K Sell
103
-32
-24% -$1.63K ﹤0.01% 961
2025
Q1 		$8.01K Buy
135
+115
+575% +$7.33K ﹤0.01% 695
2024
Q4 		$1.43K Sell
20
-69
-78% -$5.52K ﹤0.01% 1460
2024
Q3 		$7.74K Hold
89
– – ﹤0.01% 725
2024
Q2 		$8.41K Buy
89
+12
+16% +$1.17K ﹤0.01% 678
2024
Q1 		$7.5K Sell
77
-28
-27% -$2.51K ﹤0.01% 711
2023
Q4 		$8.85K Buy
105
+26
+33% +$2.06K ﹤0.01% 608
2023
Q3 		$6.45K Sell
79
-7
-8% -$606 ﹤0.01% 687
2023
Q2 		$7.47K Buy
86
+24
+39% +$2.22K ﹤0.01% 622
2023
Q1 		$6.37K Buy
62
+10
+19% +$1.04K ﹤0.01% 669
2022
Q4 		$5.59K Buy
52
+7
+16% +$738 ﹤0.01% 754
2022
Q3 		$4K Sell
45
-78
-63% -$7.93K ﹤0.01% 751
2022
Q2 		$13K Buy
+123
New +$12.6K ﹤0.01% 355
2021
Q4 		$3K Sell
31
-2
-6% -$201 ﹤0.01% 942
2021
Q3 		$3K Buy
+33
New +$2.9K ﹤0.01% 877

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

Bell Investment Advisors's ASH Position: Q2 2026 in Review

Bell Investment Advisors held its Ashland (ASH) position steady in Q2 2026 at 29 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Bell Investment Advisors first reported a position in ASH in Q3 2021 and has held it in 19 quarters since. The position peaked at $13K in Q2 2022. 358 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Bell Investment Advisors held 29 shares of Ashland worth $1.91K as of Q2 2026.
  • Bell Investment Advisors left its Ashland share count unchanged in Q2 2026.
  • Ashland made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1346 holding.
  • Bell Investment Advisors first reported a position in Ashland in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Ashland position peaked at $13K in Q2 2022.
  • 358 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.