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Cassaday & Co Wealth Management’s Ashland ASH Stock Holding History

Cassaday & Co Wealth Management’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 		$11.7K Buy
177
+21
+13% +$1.22K ﹤0.01% 847
2026
Q1 		$8.68K Buy
+156
New +$9.23K ﹤0.01% 897

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

Cassaday & Co Wealth Management's ASH Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Ashland (ASH) stake by 13% in Q2 2026, buying an estimated $1.22K and bringing the position to 177 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Cassaday & Co Wealth Management first reported a position in ASH in Q1 2026 and has held it in 2 quarters since. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Cassaday & Co Wealth Management held 177 shares of Ashland worth $11.7K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 21 Ashland shares in Q2 2026, an estimated $1.22K.
  • Ashland made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #847 holding.
  • Cassaday & Co Wealth Management first reported a position in Ashland in Q1 2026 and has held it in 2 quarters since.
  • 355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.