CX Institutional
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CX Institutional’s Ashland ASH Stock Holding History

CX Institutional’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 		$10K Buy
146
+56
+62% +$3.95K ﹤0.01% 1346
2026
Q2 		$6K Hold
90
– – ﹤0.01% 1348
2026
Q1 		$5K Hold
90
– – ﹤0.01% 1361
2025
Q4 		$5K Sell
90
-53
-37% -$2.8K ﹤0.01% 1259
2025
Q3 		$7K Buy
143
+1
+0.7% +$53 ﹤0.01% 1232
2025
Q2 		$7K Buy
142
+104
+274% +$5.29K ﹤0.01% 1071
2025
Q1 		$2K Buy
+38
New +$2.42K ﹤0.01% 1127

Other funds holding ASH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
T3 Companies
T3 Companies New York $103M AUM 54.73% 1-Year Est. Return
Paragon Private Wealth Management
Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return

CX Institutional's ASH Position: Q3 2026 in Review

CX Institutional increased its Ashland (ASH) stake by 62% in Q3 2026, buying an estimated $3.95K and bringing the position to 146 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

CX Institutional first reported a position in ASH in Q1 2025 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold ASH as of Q3 2026.

  • CX Institutional held 146 shares of Ashland worth $10K as of Q3 2026.
  • CX Institutional bought 56 Ashland shares in Q3 2026, an estimated $3.95K.
  • Ashland made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1346 holding.
  • CX Institutional first reported a position in Ashland in Q1 2025 and has held it in 7 quarters since.
  • 56 funds tracked by Wall St. Rank held Ashland as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.