KF
ASH icon

Krilogy Financial’s Ashland ASH Stock Holding History

Krilogy Financial’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 		$514K Sell
7,807
-680
-8% -$39.5K 0.02% 627
2026
Q1 		$488K Sell
8,487
-783
-8% -$46.3K 0.02% 587
2025
Q4 		$579K Sell
9,270
-929
-9% -$49.1K 0.02% 510
2025
Q3 		$517K Buy
+10,199
New +$536K 0.02% 517

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

Krilogy Financial's ASH Position: Q2 2026 in Review

Krilogy Financial reduced its Ashland (ASH) stake by 8% in Q2 2026, selling an estimated $39.5K and leaving 7,807 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #627.

Krilogy Financial first reported a position in ASH in Q3 2025 and has held it in 4 quarters since. The position peaked at $579K in Q4 2025. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Krilogy Financial held 7,807 shares of Ashland worth $514K as of Q2 2026.
  • Krilogy Financial sold 680 Ashland shares in Q2 2026, an estimated $39.5K.
  • Ashland made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #627 holding.
  • Krilogy Financial first reported a position in Ashland in Q3 2025 and has held it in 4 quarters since.
  • Krilogy Financial's Ashland position peaked at $579K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.