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 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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return