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Institute for Wealth Management’s Ashland ASH Stock Holding History

Institute for Wealth Management’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
Q2 		$10.5K Buy
+160
New +$9.29K ﹤0.01% 1308
2025
Q4 		– Sell
-6,683
Closed -$320K – 545
2025
Q3 		$320K Buy
6,683
+464
+7% +$24.4K 0.03% 435
2025
Q2 		$313K Hold
6,219
– – 0.03% 427
2025
Q1 		$369K Buy
+6,219
New +$396K 0.05% 362
2024
Q4 		– Sell
-2,487
Closed -$216K – 513
2024
Q3 		$216K Hold
2,487
– – 0.03% 510
2024
Q2 		$235K Sell
2,487
-66
-3% -$6.41K 0.03% 445
2024
Q1 		$249K Buy
+2,553
New +$229K 0.03% 431

Other funds holding ASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Institute for Wealth Management's ASH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Ashland (ASH) in Q2 2026: 160 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #1308 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ASH as recently as Q3 2025.

Institute for Wealth Management first reported a position in ASH in Q1 2024 and has held it in 7 quarters since. The position peaked at $369K in Q1 2025. 358 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Institute for Wealth Management held 160 shares of Ashland worth $10.5K as of Q2 2026.
  • Ashland was a new Institute for Wealth Management position in Q2 2026.
  • Ashland made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1308 holding.
  • Institute for Wealth Management first reported a position in Ashland in Q1 2024 and has held it in 7 quarters since.
  • Institute for Wealth Management's Ashland position peaked at $369K in Q1 2025.
  • 358 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.