MWA
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Miller Wealth Advisors’s Ashland ASH Stock Holding History

Miller 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
Q1 		$2.78K Hold
50
– – ﹤0.01% 96
2025
Q4 		$2.93K Hold
50
– – ﹤0.01% 99
2025
Q3 		$2.4K Hold
50
– – ﹤0.01% 95
2025
Q2 		$2.51K Hold
50
– – ﹤0.01% 84
2025
Q1 		$2.96K Hold
50
– – ﹤0.01% 78
2024
Q4 		$3.57K Hold
50
– – ﹤0.01% 73
2024
Q3 		$4.39K Hold
50
– – ﹤0.01% 69
2024
Q2 		$4.72K Hold
50
– – ﹤0.01% 64
2024
Q1 		$4.87K Hold
50
– – ﹤0.01% 64
2023
Q4 		$4.22K Hold
50
– – ﹤0.01% 63
2023
Q3 		$4.08K Hold
50
– – ﹤0.01% 60
2023
Q2 		$4.35K Sell
50
-312
-86% -$28.8K ﹤0.01% 59
2023
Q1 		$118K Buy
362
+312
+624% +$32.4K 0.57% 15
2022
Q4 		$5K Hold
50
– – ﹤0.01% 58
2022
Q3 		$5K Hold
50
– – ﹤0.01% 72
2022
Q2 		$5K Hold
50
– – ﹤0.01% 64
2022
Q1 		$5K Hold
50
– – ﹤0.01% 70
2021
Q4 		$5K Buy
+50
New +$5.03K ﹤0.01% 73

Other funds holding ASH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SI
Standard Investments New York $1.7B AUM 4.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return