EWP
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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
Q3 		$13.3K Buy
196
+170
+654% +$12K ﹤0.01% 800
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Elevation Wealth Partners's ASH Position: Q3 2026 in Review

Elevation Wealth Partners increased its Ashland (ASH) stake by 654% in Q3 2026, buying an estimated $12K and bringing the position to 196 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Elevation Wealth Partners first reported a position in ASH in Q1 2026 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold ASH as of Q3 2026.

  • Elevation Wealth Partners held 196 shares of Ashland worth $13.3K as of Q3 2026.
  • Elevation Wealth Partners bought 170 Ashland shares in Q3 2026, an estimated $12K.
  • Ashland made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #800 holding.
  • Elevation Wealth Partners first reported a position in Ashland in Q1 2026 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Ashland as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.