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Global Financial Private Client’s Ashland ASH Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-5
Closed -$296 – 323
2025
Q1 		$296 Buy
5
+2
+67% +$127 ﹤0.01% 1444
2024
Q4 		$214 Buy
+3
New +$240 ﹤0.01% 1237

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Global Financial Private Client's ASH Position: Q2 2025 in Review

Global Financial Private Client sold out of Ashland (ASH) in Q2 2025, closing a stake of 5 shares — an estimated $296 sold.

Global Financial Private Client first reported a position in ASH in Q4 2024 and held it in 2 quarters. The position peaked at $296 in Q1 2025. 346 funds tracked by Wall St. Rank hold ASH as of Q2 2025.

  • Global Financial Private Client reported no remaining Ashland position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 5 Ashland shares in Q2 2025, an estimated $296.
  • Global Financial Private Client first reported a position in Ashland in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Ashland position peaked at $296 in Q1 2025.
  • 346 funds tracked by Wall St. Rank held Ashland as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.