Creative Planning’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.19M | Sell |
21,362
-1,807
| -8% | -$107K | ﹤0.01% | 2316 |
|
|
2025
Q4 | $1.36M | Buy |
23,169
+5,026
| +28% | +$266K | ﹤0.01% | 2041 |
|
|
2025
Q3 | $869K | Buy |
18,143
+6,476
| +56% | +$340K | ﹤0.01% | 2243 |
|
|
2025
Q2 | $587K | Buy |
11,667
+3,482
| +43% | +$177K | ﹤0.01% | 2321 |
|
|
2025
Q1 | $485K | Buy |
8,185
+1,379
| +20% | +$87.9K | ﹤0.01% | 2318 |
|
|
2024
Q4 | $486K | Buy |
6,806
+2,386
| +54% | +$191K | ﹤0.01% | 2253 |
|
|
2024
Q3 | $384K | Sell |
4,420
-447
| -9% | -$40K | ﹤0.01% | 2329 |
|
|
2024
Q2 | $460K | Buy |
4,867
+176
| +4% | +$17.1K | ﹤0.01% | 2008 |
|
|
2024
Q1 | $457K | Buy |
4,691
+79
| +2% | +$7.08K | ﹤0.01% | 1916 |
|
|
2023
Q4 | $389K | Buy |
+4,612
| New | +$366K | ﹤0.01% | 1891 |
|
|
2023
Q3 | – | Sell |
-5,173
| Closed | -$450K | – | 2919 |
|
|
2023
Q2 | $450K | Buy |
5,173
+348
| +7% | +$32.2K | ﹤0.01% | 1625 |
|
|
2023
Q1 | $496K | Sell |
4,825
-73
| -1% | -$7.58K | ﹤0.01% | 1477 |
|
|
2022
Q4 | $527K | Buy |
4,898
+303
| +7% | +$31.9K | ﹤0.01% | 1396 |
|
|
2022
Q3 | $436K | Sell |
4,595
-1,860
| -29% | -$189K | ﹤0.01% | 1417 |
|
|
2022
Q2 | $665K | Buy |
+6,455
| New | +$661K | ﹤0.01% | 1155 |
|
|
2019
Q3 | – | Sell |
-2,552
| Closed | -$204K | – | 1995 |
|
|
2019
Q2 | $204K | Buy |
+2,552
| New | +$197K | ﹤0.01% | 1610 |
|
|
2018
Q4 | – | Sell |
-2,459
| Closed | -$206K | – | 1954 |
|
|
2018
Q3 | $206K | Buy |
+2,459
| New | +$205K | ﹤0.01% | 1659 |
|
|
2017
Q3 | – | Sell |
-1,527
| Closed | -$101K | – | 2000 |
|
|
2017
Q2 | $101K | Sell |
1,527
-1,388
| -48% | -$88.3K | ﹤0.01% | 1986 |
|
|
2017
Q1 | $177K | Buy |
2,915
+8
| +0.3% | +$464 | ﹤0.01% | 1560 |
|
|
2016
Q4 | $155K | Sell |
2,907
-130
| -4% | -$7.14K | ﹤0.01% | 1557 |
|
|
2016
Q3 | $172K | Buy |
3,037
+999
| +49% | +$57.3K | ﹤0.01% | 1483 |
|
|
2016
Q2 | $114K | Buy |
2,038
+951
| +87% | +$52.6K | ﹤0.01% | 1588 |
|
|
2016
Q1 | $59K | Sell |
1,087
-52
| -5% | -$2.5K | ﹤0.01% | 1968 |
|
|
2015
Q4 | $57K | Buy |
1,139
+92
| +9% | +$4.84K | ﹤0.01% | 2011 |
|
|
2015
Q3 | $52K | Buy |
+1,047
| New | +$56.9K | ﹤0.01% | 2013 |
|
|
2015
Q2 | – | Sell |
-838
| Closed | -$52K | – | 1218 |
|
|
2015
Q1 | $52K | Hold |
838
| – | – | ﹤0.01% | 2004 |
|
|
2014
Q4 | $49K | Sell |
838
-611
| -42% | -$32.9K | ﹤0.01% | 2014 |
|
|
2014
Q3 | $74K | Buy |
1,449
+529
| +58% | +$27.5K | ﹤0.01% | 1659 |
|
|
2014
Q2 | $49K | Buy |
920
+53
| +6% | +$2.64K | ﹤0.01% | 1895 |
|
|
2014
Q1 | $42K | Sell |
867
-18
| -2% | -$845 | ﹤0.01% | 1910 |
|
|
2013
Q4 | $42K | Buy |
885
+243
| +38% | +$10.9K | ﹤0.01% | 1730 |
|
|
2013
Q3 | $29K | Buy |
642
+303
| +89% | +$13.1K | ﹤0.01% | 1867 |
|
|
2013
Q2 | $14K | Buy |
+339
| New | +$14.1K | ﹤0.01% | 2109 |
|
Other funds holding ASH
SI
VPM
VCM
FCM
JFG
Creative Planning's ASH Position: Q1 2026 in Review
Creative Planning reduced its Ashland (ASH) stake by 7.8% in Q1 2026, selling an estimated $107K and leaving 21,362 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2316.
Creative Planning first reported a position in ASH in Q2 2013 and has held it in 33 quarters since. The position peaked at $1.36M in Q4 2025. 346 funds tracked by Wall St. Rank hold ASH as of Q1 2026.
- Creative Planning held 21,362 shares of Ashland worth $1.19M as of Q1 2026.
- Creative Planning sold 1,807 Ashland shares in Q1 2026, an estimated $107K.
- Ashland made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2316 holding.
- Creative Planning first reported a position in Ashland in Q2 2013 and has held it in 33 quarters since.
- Creative Planning's Ashland position peaked at $1.36M in Q4 2025.
- 346 funds tracked by Wall St. Rank held Ashland as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.