JWA
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JFS Wealth Advisors’s Ashland ASH Stock Holding History

JFS Wealth Advisors’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 		$1.65K Hold
25
– – ﹤0.01% 1666
2026
Q1 		$1.39K Buy
25
+14
+127% +$828 ﹤0.01% 1599
2025
Q4 		$646 Buy
+11
New +$581 ﹤0.01% 1766
2025
Q1 		– Sell
-16
Closed -$1.14K – 1941
2024
Q4 		$1.14K Sell
16
-13
-45% -$1.04K ﹤0.01% 1649
2024
Q3 		$2.52K Sell
29
-6
-17% -$538 ﹤0.01% 1392
2024
Q2 		$3.31K Hold
35
– – ﹤0.01% 1232
2024
Q1 		$3.41K Buy
35
+17
+94% +$1.52K ﹤0.01% 1246
2023
Q4 		$1.52K Sell
18
-24
-57% -$1.9K ﹤0.01% 1532
2023
Q3 		$3.43K Buy
42
+8
+24% +$693 ﹤0.01% 1151
2023
Q2 		$2.96K Buy
34
+2
+6% +$185 ﹤0.01% 1236
2023
Q1 		$3.29K Sell
32
-8
-20% -$831 ﹤0.01% 1162
2022
Q4 		$4.3K Hold
40
– – ﹤0.01% 1059
2022
Q3 		$4K Sell
40
-16
-29% -$1.63K ﹤0.01% 1035
2022
Q2 		$6K Buy
56
+24
+75% +$2.46K ﹤0.01% 917
2022
Q1 		$3K Buy
32
+16
+100% +$1.54K ﹤0.01% 1206
2021
Q4 		$2K Buy
+16
New +$1.61K ﹤0.01% 1025

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

JFS Wealth Advisors's ASH Position: Q2 2026 in Review

JFS Wealth Advisors held its Ashland (ASH) position steady in Q2 2026 at 25 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

JFS Wealth Advisors first reported a position in ASH in Q4 2021 and has held it in 16 quarters since. The position peaked at $6K in Q2 2022. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • JFS Wealth Advisors held 25 shares of Ashland worth $1.65K as of Q2 2026.
  • JFS Wealth Advisors left its Ashland share count unchanged in Q2 2026.
  • Ashland made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1666 holding.
  • JFS Wealth Advisors first reported a position in Ashland in Q4 2021 and has held it in 16 quarters since.
  • JFS Wealth Advisors's Ashland position peaked at $6K in Q2 2022.
  • 355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.