MFG
ASH icon

Merit Financial Group’s Ashland ASH Stock Holding History

Merit Financial Group’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 		$825K Sell
12,524
-811
-6% -$47.1K 0.01% 1188
2026
Q1 		$742K Sell
13,335
-1,483
-10% -$87.8K 0.01% 1144
2025
Q4 		$869K Sell
14,818
-3,566
-19% -$188K 0.01% 1012
2025
Q3 		$881K Sell
18,384
-2,349
-11% -$123K 0.01% 918
2025
Q2 		$1.04M Buy
20,733
+15,041
+264% +$765K 0.01% 770
2025
Q1 		$337K Buy
+5,692
New +$363K 0.01% 1082

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

Merit Financial Group's ASH Position: Q2 2026 in Review

Merit Financial Group reduced its Ashland (ASH) stake by 6.1% in Q2 2026, selling an estimated $47.1K and leaving 12,524 shares worth $825K. The position accounts for 0.01% of the portfolio, ranked #1188.

Merit Financial Group first reported a position in ASH in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.04M in Q2 2025. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Merit Financial Group held 12,524 shares of Ashland worth $825K as of Q2 2026.
  • Merit Financial Group sold 811 Ashland shares in Q2 2026, an estimated $47.1K.
  • Ashland made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1188 holding.
  • Merit Financial Group first reported a position in Ashland in Q1 2025 and has held it in 6 quarters since.
  • Merit Financial Group's Ashland position peaked at $1.04M in Q2 2025.
  • 355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.