Financial Consulate’s Ashland ASH Stock Holding History

Financial Consulate’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	Closed	-$432	–	1352
2025 Q3	$432	Buy	+9	New	+$473	﹤0.01%	1077

Other funds holding ASH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Financial Consulate's ASH Position: Q4 2025 in Review

Financial Consulate sold out of Ashland (ASH) in Q4 2025, closing a stake of 9 shares — an estimated $432 sold.

Financial Consulate first reported a position in ASH in Q3 2025 and held it in 1 quarter. The position peaked at $432 in Q3 2025. 330 funds tracked by Wall St. Rank hold ASH as of Q4 2025.

Financial Consulate reported no remaining Ashland position as of Q4 2025 after selling out during the quarter.
Financial Consulate sold 9 Ashland shares in Q4 2025, an estimated $432.
Financial Consulate first reported a position in Ashland in Q3 2025 and held it in 1 quarter.
Financial Consulate's Ashland position peaked at $432 in Q3 2025.
330 funds tracked by Wall St. Rank held Ashland as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.