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CoreCap Advisors’s Ashland ASH Stock Holding History

CoreCap 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
Q3 		$43.2K Buy
636
+32
+5% +$2.26K ﹤0.01% 1478
2026
Q2 		$39.8K Sell
604
-152
-20% -$8.83K ﹤0.01% 1501
2026
Q1 		$42K Buy
+756
New +$44.7K ﹤0.01% 1380
2025
Q2 		– Sell
-68
Closed -$4.03K – 2793
2025
Q1 		$4.03K Buy
68
+15
+28% +$956 ﹤0.01% 2153
2024
Q4 		$3.79K Hold
53
– – ﹤0.01% 2039
2024
Q3 		$4.61K Buy
+53
New +$4.75K ﹤0.01% 1996
2024
Q2 		– Sell
-473
Closed -$46.1K – 1665
2024
Q1 		$46.1K Buy
+473
New +$42.4K ﹤0.01% 1152
2022
Q4 		$47K Buy
+437
New +$46.1K ﹤0.01% 1010

Other funds holding ASH

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

CoreCap Advisors's ASH Position: Q3 2026 in Review

CoreCap Advisors increased its Ashland (ASH) stake by 5.3% in Q3 2026, buying an estimated $2.26K and bringing the position to 636 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

CoreCap Advisors first reported a position in ASH in Q4 2022 and has held it in 8 quarters since. The position peaked at $47K in Q4 2022. 8 funds tracked by Wall St. Rank hold ASH as of Q3 2026.

  • CoreCap Advisors held 636 shares of Ashland worth $43.2K as of Q3 2026.
  • CoreCap Advisors bought 32 Ashland shares in Q3 2026, an estimated $2.26K.
  • Ashland made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1478 holding.
  • CoreCap Advisors first reported a position in Ashland in Q4 2022 and has held it in 8 quarters since.
  • CoreCap Advisors's Ashland position peaked at $47K in Q4 2022.
  • 8 funds tracked by Wall St. Rank held Ashland as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.