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Cerro Pacific Wealth Advisors’s Ashland ASH Stock Holding History

Cerro Pacific Wealth Advisors’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 		$443K Buy
6,719
+266
+4% +$15.4K 0.1% 121
2026
Q1 		$359K Buy
6,453
+1,238
+24% +$73.3K 0.09% 119
2025
Q4 		$306K Buy
5,215
+181
+4% +$9.57K 0.08% 129
2025
Q3 		$241K Sell
5,034
-785
-13% -$41.3K 0.07% 147
2025
Q2 		$293K Buy
5,819
+1,148
+25% +$58.4K 0.08% 135
2025
Q1 		$334K Sell
4,671
-615
-12% -$39.2K 0.11% 120
2024
Q4 		$460K Buy
5,286
+27
+0.5% +$2.16K 0.15% 103
2024
Q3 		$497K Hold
5,259
– – 0.19% 100
2024
Q2 		$497K Buy
+5,259
New +$511K 0.19% 101
2023
Q1 		$463K Buy
4,511
+1,929
+75% +$200K 0.26% 94
2022
Q4 		$278K Buy
2,582
+163
+7% +$17.2K 0.15% 136
2022
Q3 		$230K Buy
2,419
+233
+11% +$23.7K 0.14% 136
2022
Q2 		$225K Buy
+2,186
New +$224K 0.14% 133

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

Cerro Pacific Wealth Advisors's ASH Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Ashland (ASH) stake by 4.1% in Q2 2026, buying an estimated $15.4K and bringing the position to 6,719 shares worth $443K. The position accounts for 0.1% of the portfolio, ranked #121.

Cerro Pacific Wealth Advisors first reported a position in ASH in Q2 2022 and has held it in 13 quarters since. The position peaked at $497K in Q3 2024. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 6,719 shares of Ashland worth $443K as of Q2 2026.
  • Cerro Pacific Wealth Advisors bought 266 Ashland shares in Q2 2026, an estimated $15.4K.
  • Ashland made up 0.1% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Ashland in Q2 2022 and has held it in 13 quarters since.
  • Cerro Pacific Wealth Advisors's Ashland position peaked at $497K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.