Clearstead Advisors’s Ashland ASH Stock Holding History

Clearstead 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	$174K	Sell	2,645 -2,929	-53%	-$170K	﹤0.01%	1101
2026 Q1	$310K	Sell	5,574 -283	-5%	-$16.7K	﹤0.01%	845
2025 Q4	$344K	Sell	5,857 -4,503	-43%	-$238K	﹤0.01%	769
2025 Q3	$496K	Sell	10,360 -772	-7%	-$40.6K	0.01%	632
2025 Q2	$560K	Buy	11,132 +3,421	+44%	+$174K	0.01%	583
2025 Q1	$457K	Buy	7,711 +3,736	+94%	+$238K	0.01%	603
2024 Q4	$284K	Buy	3,975 +3,699	+1,340%	+$296K	﹤0.01%	745
2024 Q3	$24K	Buy	276 +231	+513%	+$20.7K	﹤0.01%	1376
2024 Q2	$4.25K	Hold	45	–	–	﹤0.01%	1710
2024 Q1	$4.41K	Hold	45	–	–	﹤0.01%	1195
2023 Q4	$3.79K	Hold	45	–	–	﹤0.01%	1196
2023 Q3	$3.68K	Hold	45	–	–	﹤0.01%	1120
2023 Q2	$3.91K	Hold	45	–	–	﹤0.01%	1072
2023 Q1	$4.62K	Sell	45 -1,500	-97%	-$156K	﹤0.01%	1031
2022 Q4	$166K	Hold	1,545	–	–	0.01%	406
2022 Q3	$147K	Hold	1,545	–	–	0.01%	404
2022 Q2	$159K	Buy	1,545 +1,500	+3,333%	+$153K	0.01%	411
2022 Q1	$4K	Hold	45	–	–	﹤0.01%	1094
2021 Q4	$5K	Hold	45	–	–	﹤0.01%	988
2021 Q3	$4K	Hold	45	–	–	﹤0.01%	1042
2021 Q2	$4K	Hold	45	–	–	﹤0.01%	904
2021 Q1	$4K	Hold	45	–	–	﹤0.01%	879
2020 Q4	$4K	Hold	45	–	–	﹤0.01%	815
2020 Q3	$3K	Hold	45	–	–	﹤0.01%	778
2020 Q2	$3K	Hold	45	–	–	﹤0.01%	704
2020 Q1	$2K	Buy	+45	New	+$3.1K	﹤0.01%	715

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

Clearstead Advisors's ASH Position: Q2 2026 in Review

Clearstead Advisors reduced its Ashland (ASH) stake by 53% in Q2 2026, selling an estimated $170K and leaving 2,645 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Clearstead Advisors first reported a position in ASH in Q1 2020 and has held it in 26 quarters since. The position peaked at $560K in Q2 2025. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

Clearstead Advisors held 2,645 shares of Ashland worth $174K as of Q2 2026.
Clearstead Advisors sold 2,929 Ashland shares in Q2 2026, an estimated $170K.
Ashland made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1101 holding.
Clearstead Advisors first reported a position in Ashland in Q1 2020 and has held it in 26 quarters since.
Clearstead Advisors's Ashland position peaked at $560K in Q2 2025.
355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.