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Oak Harbor Wealth Partners’s Ashland ASH Stock Holding History

Oak Harbor Wealth Partners’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 		$268K Sell
4,062
-13,135
-76% -$763K 0.1% 136
2026
Q1 		$956K Buy
17,197
+410
+2% +$24.3K 0.22% 99
2025
Q4 		$985K Buy
16,787
+1,218
+8% +$64.4K 0.24% 96
2025
Q3 		$746K Buy
15,569
+5,229
+51% +$275K 0.18% 107
2025
Q2 		$520K Buy
10,340
+3,852
+59% +$196K 0.14% 122
2025
Q1 		$385K Buy
+6,488
New +$413K 0.11% 141

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

Oak Harbor Wealth Partners's ASH Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Ashland (ASH) stake by 76% in Q2 2026, selling an estimated $763K and leaving 4,062 shares worth $268K. The position accounts for 0.1% of the portfolio, ranked #136.

Oak Harbor Wealth Partners first reported a position in ASH in Q1 2025 and has held it in 6 quarters since. The position peaked at $985K in Q4 2025. 356 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Oak Harbor Wealth Partners held 4,062 shares of Ashland worth $268K as of Q2 2026.
  • Oak Harbor Wealth Partners sold 13,135 Ashland shares in Q2 2026, an estimated $763K.
  • Ashland made up 0.1% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #136 holding.
  • Oak Harbor Wealth Partners first reported a position in Ashland in Q1 2025 and has held it in 6 quarters since.
  • Oak Harbor Wealth Partners's Ashland position peaked at $985K in Q4 2025.
  • 356 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.