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Bruce G. Allen Investments’s Ashland ASH Stock Holding History

Bruce G. Allen 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
2026
Q2 		$461 Sell
7
-7
-50% -$407 ﹤0.01% 950
2026
Q1 		$779 Buy
14
+7
+100% +$414 ﹤0.01% 882
2025
Q4 		$411 Hold
7
– – ﹤0.01% 996
2025
Q3 		$335 Sell
7
-1
-13% -$53 ﹤0.01% 1010
2025
Q2 		$402 Buy
8
+5
+167% +$254 ﹤0.01% 993
2025
Q1 		$178 Sell
3
-1
-25% -$64 ﹤0.01% 1064
2024
Q4 		$286 Hold
4
– – ﹤0.01% 1039
2024
Q3 		$348 Buy
+4
New +$358 ﹤0.01% 1018

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

Bruce G. Allen Investments's ASH Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Ashland (ASH) stake by 50% in Q2 2026, selling an estimated $407 and leaving 7 shares worth $461. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Bruce G. Allen Investments first reported a position in ASH in Q3 2024 and has held it in 8 quarters since. The position peaked at $779 in Q1 2026. 358 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Bruce G. Allen Investments held 7 shares of Ashland worth $461 as of Q2 2026.
  • Bruce G. Allen Investments sold 7 Ashland shares in Q2 2026, an estimated $407.
  • Ashland made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #950 holding.
  • Bruce G. Allen Investments first reported a position in Ashland in Q3 2024 and has held it in 8 quarters since.
  • Bruce G. Allen Investments's Ashland position peaked at $779 in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.