Focus Partners Wealth
ASH icon

Focus Partners Wealth’s Ashland ASH Stock Holding History

Focus Partners Wealth’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
Q1 		$529K Sell
9,521
-5,066
-35% -$300K ﹤0.01% 1898
2025
Q4 		$856K Buy
14,587
+1,098
+8% +$58K ﹤0.01% 1694
2025
Q3 		$651K Sell
13,489
-1,988
-13% -$104K ﹤0.01% 1483
2025
Q2 		$778K Buy
15,477
+10,399
+205% +$529K ﹤0.01% 1246
2025
Q1 		$301K Buy
+5,078
New +$324K ﹤0.01% 1570

Other funds holding ASH

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Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SI
Standard Investments New York $1.7B AUM 4.12% 1-Year Est. Return
Dimensional Fund Advisors
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return