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Cornerstone Planning Group’s Ashland ASH Stock Holding History

Cornerstone Planning Group’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
2025
Q2 		– Sell
-51
Closed -$2.66K – 1537
2025
Q1 		$2.66K Hold
51
– – ﹤0.01% 908
2024
Q4 		$3.63K Sell
51
-4
-7% -$320 ﹤0.01% 650
2024
Q3 		$4.73K Sell
55
-12
-18% -$1.07K ﹤0.01% 577
2024
Q2 		$5.91K Buy
67
+16
+31% +$1.55K ﹤0.01% 537
2024
Q1 		$4.82K Buy
51
+1
+2% +$90 ﹤0.01% 520
2023
Q4 		$4.22K Hold
50
– – ﹤0.01% 551
2023
Q3 		$4.07K Hold
50
– – ﹤0.01% 555
2023
Q2 		$4.33K Buy
+50
New +$4.62K ﹤0.01% 938
2022
Q4 		$5.36K Buy
+49
New +$5.16K ﹤0.01% 862

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Cornerstone Planning Group's ASH Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Ashland (ASH) in Q2 2025, closing a stake of 51 shares — an estimated $2.66K sold.

Cornerstone Planning Group first reported a position in ASH in Q4 2022 and held it in 9 quarters. The position peaked at $5.91K in Q2 2024. 346 funds tracked by Wall St. Rank hold ASH as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Ashland position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 51 Ashland shares in Q2 2025, an estimated $2.66K.
  • Cornerstone Planning Group first reported a position in Ashland in Q4 2022 and held it in 9 quarters.
  • Cornerstone Planning Group's Ashland position peaked at $5.91K in Q2 2024.
  • 346 funds tracked by Wall St. Rank held Ashland as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.