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Mirabella Financial Services’s Ashland ASH Stock Holding History

Mirabella Financial Services’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 		$349K Buy
+5,296
New +$308K 0.03% 391
2025
Q4 		– Sell
-6,128
Closed -$294K – 675
2025
Q3 		$294K Buy
+6,128
New +$322K 0.03% 196
2024
Q2 		– Sell
-3,267
Closed -$320K – 447
2024
Q1 		$320K Buy
+3,267
New +$293K 0.02% 379
2022
Q3 		– Sell
-3,944
Closed -$405K – 331
2022
Q2 		$405K Buy
+3,944
New +$404K 0.04% 274

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

Mirabella Financial Services's ASH Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Ashland (ASH) in Q2 2026: 5,296 shares worth $349K. The stake represents 0.03% of the portfolio and ranks #391 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in ASH as recently as Q3 2025.

Mirabella Financial Services first reported a position in ASH in Q2 2022 and has held it in 4 quarters since. The position peaked at $405K in Q2 2022. 358 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Mirabella Financial Services held 5,296 shares of Ashland worth $349K as of Q2 2026.
  • Ashland was a new Mirabella Financial Services position in Q2 2026.
  • Ashland made up 0.03% of Mirabella Financial Services's portfolio in Q2 2026, its #391 holding.
  • Mirabella Financial Services first reported a position in Ashland in Q2 2022 and has held it in 4 quarters since.
  • Mirabella Financial Services's Ashland position peaked at $405K in Q2 2022.
  • 358 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.