EWM
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EPG Wealth Management’s Ashland ASH Stock Holding History

EPG 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
Q4 		– Sell
-9,384
Closed -$450K – 321
2025
Q3 		$450K Buy
9,384
+161
+2% +$8.46K 0.12% 149
2025
Q2 		$464K Sell
9,223
-123
-1% -$6.25K 0.14% 143
2025
Q1 		$554K Buy
9,346
+3,547
+61% +$226K 0.15% 154
2024
Q4 		$414K Buy
5,799
+19
+0.3% +$1.52K 0.11% 172
2024
Q3 		$503K Buy
+5,780
New +$518K 0.13% 166
2024
Q2 		– Sell
-5,964
Closed -$580K – 154
2024
Q1 		$581K Buy
5,964
+312
+6% +$27.9K 0.14% 156
2023
Q4 		$514K Buy
5,652
+231
+4% +$18.3K 0.14% 155
2023
Q3 		$443K Sell
5,421
-586
-10% -$50.8K 0.13% 157
2023
Q2 		$522K Sell
6,007
-58
-1% -$5.36K 0.15% 146
2023
Q1 		$623K Buy
6,065
+2,855
+89% +$296K 0.2% 123
2022
Q4 		$345K Buy
3,210
+57
+2% +$6.01K 0.13% 142
2022
Q3 		$299K Buy
3,153
+339
+12% +$34.5K 0.12% 153
2022
Q2 		$290K Sell
2,814
-5
-0.2% -$512 0.12% 161
2022
Q1 		$277K Buy
2,819
+271
+11% +$26.1K 0.1% 184
2021
Q4 		$274K Buy
2,548
+113
+5% +$11.4K 0.1% 182
2021
Q3 		$217K Buy
2,435
+85
+4% +$7.46K 0.09% 196
2021
Q2 		$206K Buy
+2,350
New +$212K 0.09% 201
2020
Q2 		– Sell
-509
Closed -$26K – 179
2020
Q1 		$26K Sell
509
-144
-22% -$9.91K 0.02% 360
2019
Q4 		$50K Buy
+653
New +$49.6K 0.04% 235

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

EPG Wealth Management's ASH Position: Q4 2025 in Review

EPG Wealth Management sold out of Ashland (ASH) in Q4 2025, closing a stake of 9,384 shares — an estimated $450K sold.

EPG Wealth Management first reported a position in ASH in Q4 2019 and held it in 19 quarters. The position peaked at $623K in Q1 2023. 334 funds tracked by Wall St. Rank hold ASH as of Q4 2025.

  • EPG Wealth Management reported no remaining Ashland position as of Q4 2025 after selling out during the quarter.
  • EPG Wealth Management sold 9,384 Ashland shares in Q4 2025, an estimated $450K.
  • EPG Wealth Management first reported a position in Ashland in Q4 2019 and held it in 19 quarters.
  • EPG Wealth Management's Ashland position peaked at $623K in Q1 2023.
  • 334 funds tracked by Wall St. Rank held Ashland as of Q4 2025.

Based on EPG Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.