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Evergreen Capital Management’s Ashland ASH Stock Holding History

Evergreen Capital 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
2026
Q2 		$218K Buy
+3,315
New +$193K ﹤0.01% 1418
2026
Q1 		– Sell
-3,435
Closed -$202K – 1518
2025
Q4 		$202K Sell
3,435
-1,178
-26% -$62.3K ﹤0.01% 1315
2025
Q3 		$221K Buy
+4,613
New +$242K 0.01% 1170

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

Evergreen Capital Management's ASH Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in Ashland (ASH) in Q2 2026: 3,315 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1418 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in ASH as recently as Q4 2025.

Evergreen Capital Management first reported a position in ASH in Q3 2025 and has held it in 3 quarters since. The position peaked at $221K in Q3 2025. 356 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Evergreen Capital Management held 3,315 shares of Ashland worth $218K as of Q2 2026.
  • Ashland was a new Evergreen Capital Management position in Q2 2026.
  • Ashland made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1418 holding.
  • Evergreen Capital Management first reported a position in Ashland in Q3 2025 and has held it in 3 quarters since.
  • Evergreen Capital Management's Ashland position peaked at $221K in Q3 2025.
  • 356 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.