Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Cetera Investment Advisers’s
Ashland
ASH
Stock Holding History
Cetera Investment Advisers’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
Q1
$530K
Buy
9,537
+134
+1%
+$7.93K
﹤0.01%
3454
2025
Q4
$552K
Buy
9,403
+1,402
+18%
+$74.1K
﹤0.01%
3347
2025
Q3
$383K
Buy
+8,001
New
+$420K
﹤0.01%
3609
2024
Q4
–
Sell
-2,610
Closed
-$227K
–
3785
2024
Q3
$227K
Buy
2,610
+209
+9%
+$18.7K
﹤0.01%
3293
2024
Q2
$227K
Sell
2,401
-598
-20%
-$58.1K
﹤0.01%
3280
2024
Q1
$292K
Buy
+2,999
New
+$269K
﹤0.01%
3067
Other funds holding ASH
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
SI
Standard Investments
New York
$1.7B AUM
4.12%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
FCM
Frontier Capital Management
Boston, Massachusetts
$9.73B AUM
55.65%
1-Year Est. Return
JFG
Jefferies Financial Group
New York
$8.2B AUM
40.95%
1-Year Est. Return
Diamond Hill Capital Management
Columbus, Ohio
$16B AUM
4.15%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close