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Dogwood Wealth Management’s Ashland ASH Stock Holding History

Dogwood Wealth Management’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 		$2.44K Buy
+37
New +$2.15K ﹤0.01% 633

Other funds holding ASH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Dogwood Wealth Management's ASH Position: Q2 2026 in Review

Dogwood Wealth Management opened a new position in Ashland (ASH) in Q2 2026: 37 shares worth $2.44K. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings.

29 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Dogwood Wealth Management held 37 shares of Ashland worth $2.44K as of Q2 2026.
  • Ashland was a new Dogwood Wealth Management position in Q2 2026.
  • Ashland made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #633 holding.
  • 29 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.