Global Retirement Partners’s Ashland ASH Stock Holding History

Global Retirement Partners’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	$29.6K	Buy	505 +60	+13%	+$3.17K	﹤0.01%	2669
2025 Q3	$21.3K	Hold	445	–	–	﹤0.01%	2369
2025 Q2	$22.4K	Buy	+445	New	+$22.6K	﹤0.01%	2235
2024 Q4	$30.8K	Buy	431 +45	+12%	+$3.6K	﹤0.01%	1849
2024 Q3	$33.6K	Buy	386 +93	+32%	+$8.33K	﹤0.01%	1748
2024 Q2	$27.7K	Sell	293 -36	-11%	-$3.5K	﹤0.01%	1826
2024 Q1	$32K	Sell	329 -30	-8%	-$2.69K	﹤0.01%	1607
2023 Q4	$28.5K	Buy	+359	New	+$28.5K	﹤0.01%	1589
2023 Q1	–	Sell	-4	Closed	-$430	–	3201
2022 Q4	$430	Hold	4	–	–	﹤0.01%	2794
2022 Q3	$0	Buy	4 +1	+33%	+$102	﹤0.01%	2680
2022 Q2	$0	Buy	+3	New	+$307	﹤0.01%	2668
2021 Q4	–	Sell	-57	Closed	-$5K	–	342
2021 Q3	$5K	Buy	+57	New	+$5K	﹤0.01%	1594

Other funds holding ASH

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

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

Standard Investments New York $1.7B AUM 4.12% 1-Year Est. Return

AQR Capital Management

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

Dimensional Fund Advisors

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

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

Franklin Resources

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

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