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EP Wealth Advisors’s Ashland ASH Stock Holding History

EP Wealth Advisors’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 		– Sell
-5,669
Closed -$315K – 1725
2026
Q1 		$315K Sell
5,669
-2,015
-26% -$119K ﹤0.01% 1129
2025
Q4 		$451K Buy
+7,684
New +$406K ﹤0.01% 934
2025
Q2 		$264K Sell
5,243
-1,290
-20% -$65.6K ﹤0.01% 1094
2025
Q1 		$387K Buy
6,533
+3,607
+123% +$230K ﹤0.01% 799
2024
Q4 		$209K Buy
+2,926
New +$234K ﹤0.01% 1055

Other funds holding ASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
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
AA
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

EP Wealth Advisors's ASH Position: Q2 2026 in Review

EP Wealth Advisors sold out of Ashland (ASH) in Q2 2026, closing a stake of 5,669 shares — an estimated $315K sold.

EP Wealth Advisors first reported a position in ASH in Q4 2024 and held it in 5 quarters. The position peaked at $451K in Q4 2025. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • EP Wealth Advisors reported no remaining Ashland position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 5,669 Ashland shares in Q2 2026, an estimated $315K.
  • EP Wealth Advisors first reported a position in Ashland in Q4 2024 and held it in 5 quarters.
  • EP Wealth Advisors's Ashland position peaked at $451K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.