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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
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 $5.72T 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 $1.83B 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 $14.6B 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

Oak Harbor Wealth Partners's ASH Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Ashland (ASH) stake by 2.4% in Q1 2026, buying an estimated $24.3K and bringing the position to 17,197 shares worth $956K. The position accounts for 0.22% of the portfolio, ranked #99.

Oak Harbor Wealth Partners first reported a position in ASH in Q1 2025 and has held it in 5 quarters since. The position peaked at $985K in Q4 2025. 346 funds tracked by Wall St. Rank hold ASH as of Q1 2026.

  • Oak Harbor Wealth Partners held 17,197 shares of Ashland worth $956K as of Q1 2026.
  • Oak Harbor Wealth Partners bought 410 Ashland shares in Q1 2026, an estimated $24.3K.
  • Ashland made up 0.22% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #99 holding.
  • Oak Harbor Wealth Partners first reported a position in Ashland in Q1 2025 and has held it in 5 quarters since.
  • Oak Harbor Wealth Partners's Ashland position peaked at $985K in Q4 2025.
  • 346 funds tracked by Wall St. Rank held Ashland as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.