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Evelyn Partners Investment Management’s AdvanSix ASIX Stock Holding History

Evelyn Partners Investment Management’s Portfolio ASIX Stock Details ASIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$98 Hold
4
– – ﹤0.01% 408
2025
Q4 		$69 Sell
4
-375
-99% -$6.55K ﹤0.01% 411
2025
Q3 		$7.34K Hold
379
– – ﹤0.01% 367
2025
Q2 		$9K Hold
379
– – ﹤0.01% 364
2025
Q1 		$8.58K Hold
379
– – ﹤0.01% 362
2024
Q4 		$10.8K Buy
+379
New +$11.5K ﹤0.01% 354

Other funds holding ASIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Evelyn Partners Investment Management's ASIX Position: Q1 2026 in Review

Evelyn Partners Investment Management held its AdvanSix (ASIX) position steady in Q1 2026 at 4 shares worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Evelyn Partners Investment Management first reported a position in ASIX in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.8K in Q4 2024. 266 funds tracked by Wall St. Rank hold ASIX as of Q1 2026.

  • Evelyn Partners Investment Management held 4 shares of AdvanSix worth $98 as of Q1 2026.
  • Evelyn Partners Investment Management left its AdvanSix share count unchanged in Q1 2026.
  • AdvanSix made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #408 holding.
  • Evelyn Partners Investment Management first reported a position in AdvanSix in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's AdvanSix position peaked at $10.8K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held AdvanSix as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.