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Essential Partners’s Ashland ASH Stock Holding History

Essential 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 		$165K Sell
2,425
-623
-20% -$44K 0.08% 290
2026
Q2 		$201K Sell
3,048
-5,724
-65% -$332K 0.09% 231
2026
Q1 		$488K Sell
8,772
-1,903
-18% -$113K 0.16% 150
2025
Q4 		$626K Sell
10,675
-582
-5% -$30.8K 0.19% 148
2025
Q3 		$539K Buy
11,257
+1,451
+15% +$76.3K 0.18% 164
2025
Q2 		$493K Buy
+9,806
New +$499K 0.2% 161

Other funds holding ASH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Essential Partners's ASH Position: Q3 2026 in Review

Essential Partners reduced its Ashland (ASH) stake by 20% in Q3 2026, selling an estimated $44K and leaving 2,425 shares worth $165K. The position accounts for 0.08% of the portfolio, ranked #290.

Essential Partners first reported a position in ASH in Q2 2025 and has held it in 6 quarters since. The position peaked at $626K in Q4 2025. 29 funds tracked by Wall St. Rank hold ASH as of Q3 2026.

  • Essential Partners held 2,425 shares of Ashland worth $165K as of Q3 2026.
  • Essential Partners sold 623 Ashland shares in Q3 2026, an estimated $44K.
  • Ashland made up 0.08% of Essential Partners's portfolio in Q3 2026, its #290 holding.
  • Essential Partners first reported a position in Ashland in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Ashland position peaked at $626K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Ashland as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.