CAPTRUST Financial Advisors’s Ashland ASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.75M Sell
26,518
-734
-3% -$42.6K ﹤0.01% 1396
2026
Q1
$1.52M Sell
27,252
-139
-0.5% -$8.22K ﹤0.01% 1355
2025
Q4
$1.61M Sell
27,391
-3,159
-10% -$167K ﹤0.01% 1204
2025
Q3
$1.46M Sell
30,550
-1,290
-4% -$67.8K ﹤0.01% 1209
2025
Q2
$1.6M Buy
31,840
+18,768
+144% +$954K ﹤0.01% 1084
2025
Q1
$775K Buy
13,072
+2,960
+29% +$189K ﹤0.01% 1409
2024
Q4
$723K Buy
10,112
+741
+8% +$59.3K ﹤0.01% 1414
2024
Q3
$815K Sell
9,371
-116
-1% -$10.4K ﹤0.01% 1308
2024
Q2
$896K Sell
9,487
-1,452
-13% -$141K ﹤0.01% 1205
2024
Q1
$1.07M Sell
10,939
-948
-8% -$84.9K ﹤0.01% 1089
2023
Q4
$1M Buy
11,887
+1,080
+10% +$85.6K ﹤0.01% 1267
2023
Q3
$883K Sell
10,807
-5,584
-34% -$484K ﹤0.01% 1280
2023
Q2
$1.42M Buy
16,391
+5,995
+58% +$554K 0.01% 987
2023
Q1
$1.07M Sell
10,396
-268
-3% -$27.8K ﹤0.01% 1002
2022
Q4
$1.15M Buy
10,664
+1,836
+21% +$193K 0.01% 905
2022
Q3
$838K Buy
8,828
+3,150
+55% +$320K ﹤0.01% 1002
2022
Q2
$585K Sell
5,678
-1,861
-25% -$190K ﹤0.01% 1075
2022
Q1
$742K Buy
7,539
+1,823
+32% +$175K ﹤0.01% 971
2021
Q4
$615K Buy
5,716
+2,311
+68% +$232K ﹤0.01% 1020
2021
Q3
$303K Buy
3,405
+11
+0.3% +$965 ﹤0.01% 1298
2021
Q2
$297K Hold
3,394
﹤0.01% 1278
2021
Q1
$301K Buy
3,394
+763
+29% +$65.8K ﹤0.01% 1229
2020
Q4
$208K Sell
2,631
-44
-2% -$3.33K ﹤0.01% 1166
2020
Q3
$190K Sell
2,675
-731
-21% -$54.2K ﹤0.01% 1053
2020
Q2
$233K Sell
3,406
-21
-0.6% -$1.3K ﹤0.01% 966
2020
Q1
$162K Sell
3,427
-56
-2% -$3.85K ﹤0.01% 938
2019
Q4
$267K Buy
3,483
+1,354
+64% +$103K ﹤0.01% 882
2019
Q3
$164K Buy
+2,129
New +$162K 0.01% 621
2018
Q3
Sell
-132
Closed -$10K 1559
2018
Q2
$10K Hold
132
﹤0.01% 1162
2018
Q1
$9K Hold
132
﹤0.01% 1043
2017
Q4
$9K Buy
+132
New +$9.1K ﹤0.01% 1012

Other funds holding ASH

CAPTRUST Financial Advisors's ASH Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Ashland (ASH) stake by 2.7% in Q2 2026, selling an estimated $42.6K and leaving 26,518 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

CAPTRUST Financial Advisors first reported a position in ASH in Q4 2017 and has held it in 31 quarters since. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • CAPTRUST Financial Advisors held 26,518 shares of Ashland worth $1.75M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 734 Ashland shares in Q2 2026, an estimated $42.6K.
  • Ashland made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1396 holding.
  • CAPTRUST Financial Advisors first reported a position in Ashland in Q4 2017 and has held it in 31 quarters since.
  • 355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.