IWC
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Integrated Wealth Concepts’s Ashland ASH Stock Holding History

Integrated Wealth Concepts’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 		$264K Sell
4,012
-1,427
-26% -$82.9K ﹤0.01% 2058
2026
Q1 		$302K Buy
+5,439
New +$322K ﹤0.01% 1856
2025
Q3 		– Sell
-6,320
Closed -$318K – 1980
2025
Q2 		$318K Buy
6,320
+2,505
+66% +$127K ﹤0.01% 1519
2025
Q1 		$226K Buy
3,815
+225
+6% +$14.3K ﹤0.01% 1561
2024
Q4 		$257K Buy
3,590
+211
+6% +$16.9K ﹤0.01% 1459
2024
Q3 		$294K Sell
3,379
-476
-12% -$42.6K ﹤0.01% 1356
2024
Q2 		$364K Buy
3,855
+78
+2% +$7.58K 0.01% 1202
2024
Q1 		$368K Buy
3,777
+766
+25% +$68.6K 0.01% 1203
2023
Q4 		$254K Buy
3,011
+466
+18% +$36.9K ﹤0.01% 1345
2023
Q3 		$208K Buy
+2,545
New +$220K ﹤0.01% 1394

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

Integrated Wealth Concepts's ASH Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Ashland (ASH) stake by 26% in Q2 2026, selling an estimated $82.9K and leaving 4,012 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

Integrated Wealth Concepts first reported a position in ASH in Q3 2023 and has held it in 10 quarters since. The position peaked at $368K in Q1 2024. 358 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Integrated Wealth Concepts held 4,012 shares of Ashland worth $264K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,427 Ashland shares in Q2 2026, an estimated $82.9K.
  • Ashland made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2058 holding.
  • Integrated Wealth Concepts first reported a position in Ashland in Q3 2023 and has held it in 10 quarters since.
  • Integrated Wealth Concepts's Ashland position peaked at $368K in Q1 2024.
  • 358 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.