Caldwell Sutter Capital’s Ashland ASH Stock Holding History

Caldwell Sutter Capital’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	$1.78K	Hold	27	–	–	﹤0.01%	814
2026 Q1	$1.5K	Hold	27	–	–	﹤0.01%	784
2025 Q4	$1.58K	Hold	27	–	–	﹤0.01%	774
2025 Q3	$1.29K	Hold	27	–	–	﹤0.01%	779
2025 Q2	$1.36K	Hold	27	–	–	﹤0.01%	755
2025 Q1	$1.6K	Hold	27	–	–	﹤0.01%	751
2024 Q4	$1.93K	Hold	27	–	–	﹤0.01%	751
2024 Q3	$2.35K	Hold	27	–	–	﹤0.01%	741
2024 Q2	$2.55K	Hold	27	–	–	﹤0.01%	727
2024 Q1	$2.63K	Hold	27	–	–	﹤0.01%	716
2023 Q4	$2.28K	Hold	27	–	–	﹤0.01%	740
2023 Q3	$2.21K	Hold	27	–	–	﹤0.01%	718
2023 Q2	$2.35K	Hold	27	–	–	﹤0.01%	718
2023 Q1	$2.77K	Hold	27	–	–	﹤0.01%	469
2022 Q4	$2.9K	Buy	+27	New	+$2.85K	﹤0.01%	294

Other funds holding ASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Caldwell Sutter Capital's ASH Position: Q2 2026 in Review

Caldwell Sutter Capital held its Ashland (ASH) position steady in Q2 2026 at 27 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Caldwell Sutter Capital first reported a position in ASH in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.9K in Q4 2022. 358 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

Caldwell Sutter Capital held 27 shares of Ashland worth $1.78K as of Q2 2026.
Caldwell Sutter Capital left its Ashland share count unchanged in Q2 2026.
Ashland made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #814 holding.
Caldwell Sutter Capital first reported a position in Ashland in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Ashland position peaked at $2.9K in Q4 2022.
358 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.