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Dynasty Wealth Management’s Ashland ASH Stock Holding History

Dynasty 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
2025
Q3 		– Sell
-4,869
Closed -$245K – 306
2025
Q2 		$245K Buy
4,869
+740
+18% +$37.6K ﹤0.01% 222
2025
Q1 		$245K Buy
+4,129
New +$263K ﹤0.01% 240
2024
Q4 		– Sell
-6,229
Closed -$542K – 250
2024
Q3 		$542K Buy
6,229
+325
+6% +$29.1K 0.02% 176
2024
Q2 		$558K Buy
5,904
+61
+1% +$5.93K 0.02% 182
2024
Q1 		$569K Buy
+5,843
New +$523K 0.02% 178

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SI
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Dynasty Wealth Management's ASH Position: Q3 2025 in Review

Dynasty Wealth Management sold out of Ashland (ASH) in Q3 2025, closing a stake of 4,869 shares — an estimated $245K sold.

Dynasty Wealth Management first reported a position in ASH in Q1 2024 and held it in 5 quarters. The position peaked at $569K in Q1 2024. 356 funds tracked by Wall St. Rank hold ASH as of Q3 2025.

  • Dynasty Wealth Management reported no remaining Ashland position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 4,869 Ashland shares in Q3 2025, an estimated $245K.
  • Dynasty Wealth Management first reported a position in Ashland in Q1 2024 and held it in 5 quarters.
  • Dynasty Wealth Management's Ashland position peaked at $569K in Q1 2024.
  • 356 funds tracked by Wall St. Rank held Ashland as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.