Elevation Wealth Partners’s Ashland ASH Stock Holding History

Elevation Wealth Partners’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	$1.71K	Hold	26	–	–	﹤0.01%	1216
2026 Q1	$1.45K	Buy	+26	New	+$1.54K	﹤0.01%	962

Other funds holding ASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Elevation Wealth Partners's ASH Position: Q2 2026 in Review

Elevation Wealth Partners held its Ashland (ASH) position steady in Q2 2026 at 26 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Elevation Wealth Partners first reported a position in ASH in Q1 2026 and has held it in 2 quarters since. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

Elevation Wealth Partners held 26 shares of Ashland worth $1.71K as of Q2 2026.
Elevation Wealth Partners left its Ashland share count unchanged in Q2 2026.
Ashland made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1216 holding.
Elevation Wealth Partners first reported a position in Ashland in Q1 2026 and has held it in 2 quarters since.
355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.