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Curio Wealth’s Ashland ASH Stock Holding History

Curio Wealth’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 		– Sell
-1
Closed -$56 – 151
2026
Q1 		$56 Buy
+1
New +$59 ﹤0.01% 1106

Other funds holding ASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
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
AA
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

Curio Wealth's ASH Position: Q2 2026 in Review

Curio Wealth sold out of Ashland (ASH) in Q2 2026, closing a stake of 1 share — an estimated $56 sold.

Curio Wealth first reported a position in ASH in Q1 2026 and held it in 1 quarter. The position peaked at $56 in Q1 2026. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Curio Wealth reported no remaining Ashland position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1 Ashland share in Q2 2026, an estimated $56.
  • Curio Wealth first reported a position in Ashland in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's Ashland position peaked at $56 in Q1 2026.
  • 355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.