EWA
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EverSource Wealth Advisors’s Ashland ASH Stock Holding History

EverSource 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 		$181K Sell
2,748
-1,015
-27% -$59K 0.01% 1046
2026
Q1 		$209K Sell
3,763
-237
-6% -$14K 0.01% 1024
2025
Q4 		$235K Sell
4,000
-1,223
-23% -$64.6K 0.01% 871
2025
Q3 		$250K Sell
5,223
-143
-3% -$7.51K 0.01% 797
2025
Q2 		$270K Buy
5,366
+5,093
+1,866% +$259K 0.01% 724
2025
Q1 		$16.2K Buy
273
+2
+0.7% +$127 ﹤0.01% 1814
2024
Q4 		$19.4K Buy
271
+184
+211% +$14.7K ﹤0.01% 1641
2024
Q3 		$7.57K Sell
87
-8
-8% -$717 ﹤0.01% 2020
2024
Q2 		$9.18K Sell
95
-137
-59% -$13.3K ﹤0.01% 1901
2024
Q1 		$22.1K Sell
232
-29
-11% -$2.6K ﹤0.01% 1319
2023
Q4 		$22K Buy
261
+193
+284% +$15.3K ﹤0.01% 1197
2023
Q3 		$5.55K Buy
+68
New +$5.89K ﹤0.01% 1669

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

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

EverSource Wealth Advisors reduced its Ashland (ASH) stake by 27% in Q2 2026, selling an estimated $59K and leaving 2,748 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #1046.

EverSource Wealth Advisors first reported a position in ASH in Q3 2023 and has held it in 12 quarters since. The position peaked at $270K in Q2 2025. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • EverSource Wealth Advisors held 2,748 shares of Ashland worth $181K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,015 Ashland shares in Q2 2026, an estimated $59K.
  • Ashland made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1046 holding.
  • EverSource Wealth Advisors first reported a position in Ashland in Q3 2023 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's Ashland position peaked at $270K in Q2 2025.
  • 355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.