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Bogart Wealth LLC’s Ashland ASH Stock Holding History

Bogart Wealth LLC’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% 1900
2026
Q1 		$167 Buy
+3
New +$178 ﹤0.01% 1713
2025
Q1 		– Sell
-27
Closed -$1.93K – 1415
2024
Q4 		$1.93K Buy
+27
New +$2.16K ﹤0.01% 1099

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

Bogart Wealth LLC's ASH Position: Q2 2026 in Review

Bogart Wealth LLC held its Ashland (ASH) position steady in Q2 2026 at 3 shares worth $198. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

Bogart Wealth LLC first reported a position in ASH in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.93K in Q4 2024. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Bogart Wealth LLC held 3 shares of Ashland worth $198 as of Q2 2026.
  • Bogart Wealth LLC left its Ashland share count unchanged in Q2 2026.
  • Ashland made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1900 holding.
  • Bogart Wealth LLC first reported a position in Ashland in Q4 2024 and has held it in 3 quarters since.
  • Bogart Wealth LLC's Ashland position peaked at $1.93K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.