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Legacy Financial Independent Advisors’s Ashland ASH Stock Holding History

Legacy Financial Independent 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 		$283K Sell
4,290
-123
-3% -$7.14K 0.13% 93
2026
Q1 		$245K Buy
+4,413
New +$261K 0.13% 101

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

Legacy Financial Independent Advisors's ASH Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Ashland (ASH) stake by 2.8% in Q2 2026, selling an estimated $7.14K and leaving 4,290 shares worth $283K. The position accounts for 0.13% of the portfolio, ranked #93.

Legacy Financial Independent Advisors first reported a position in ASH in Q1 2026 and has held it in 2 quarters since. 354 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Legacy Financial Independent Advisors held 4,290 shares of Ashland worth $283K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 123 Ashland shares in Q2 2026, an estimated $7.14K.
  • Ashland made up 0.13% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #93 holding.
  • Legacy Financial Independent Advisors first reported a position in Ashland in Q1 2026 and has held it in 2 quarters since.
  • 354 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.