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GoalVest Advisory’s Ashland ASH Stock Holding History

GoalVest Advisory’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
Q3 		$3.12K Buy
+46
New +$3.25K ﹤0.01% 619

Other funds holding ASH

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GoalVest Advisory's ASH Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Ashland (ASH) in Q3 2026: 46 shares worth $3.12K. The stake represents ﹤0.01% of the portfolio and ranks #619 among its holdings.

8 funds tracked by Wall St. Rank hold ASH as of Q3 2026.

  • GoalVest Advisory held 46 shares of Ashland worth $3.12K as of Q3 2026.
  • Ashland was a new GoalVest Advisory position in Q3 2026.
  • Ashland made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #619 holding.
  • 8 funds tracked by Wall St. Rank held Ashland as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.