Crewe Advisors’s Ashland ASH Stock Holding History

Crewe 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
2025 Q3	–	Sell	-5	Closed	-$252	–	970
2025 Q2	$252	Buy	5 +1	+25%	+$51	﹤0.01%	716
2025 Q1	$238	Hold	4	–	–	﹤0.01%	688
2024 Q4	$286	Buy	+4	New	+$320	﹤0.01%	615

Other funds holding ASH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Crewe Advisors's ASH Position: Q3 2025 in Review

Crewe Advisors sold out of Ashland (ASH) in Q3 2025, closing a stake of 5 shares — an estimated $252 sold.

Crewe Advisors first reported a position in ASH in Q4 2024 and held it in 3 quarters. The position peaked at $286 in Q4 2024. 356 funds tracked by Wall St. Rank hold ASH as of Q3 2025.

Crewe Advisors reported no remaining Ashland position as of Q3 2025 after selling out during the quarter.
Crewe Advisors sold 5 Ashland shares in Q3 2025, an estimated $252.
Crewe Advisors first reported a position in Ashland in Q4 2024 and held it in 3 quarters.
Crewe Advisors's Ashland position peaked at $286 in Q4 2024.
356 funds tracked by Wall St. Rank held Ashland as of Q3 2025.

Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.