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Paragon Private Wealth Management’s Ashland ASH Stock Holding History

Paragon Private Wealth Management’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 		$336K Buy
5,100
+491
+11% +$28.5K 0.09% 185
2026
Q1 		$256K Buy
4,609
+946
+26% +$56K 0.08% 196
2025
Q4 		$215K Sell
3,663
-908
-20% -$48K 0.07% 211
2025
Q3 		$219K Buy
4,571
+125
+3% +$6.57K 0.07% 205
2025
Q2 		$224K Buy
+4,446
New +$226K 0.09% 185

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

Paragon Private Wealth Management's ASH Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Ashland (ASH) stake by 11% in Q2 2026, buying an estimated $28.5K and bringing the position to 5,100 shares worth $336K. The position accounts for 0.09% of the portfolio, ranked #185.

Paragon Private Wealth Management first reported a position in ASH in Q2 2025 and has held it in 5 quarters since. 358 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Paragon Private Wealth Management held 5,100 shares of Ashland worth $336K as of Q2 2026.
  • Paragon Private Wealth Management bought 491 Ashland shares in Q2 2026, an estimated $28.5K.
  • Ashland made up 0.09% of Paragon Private Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Paragon Private Wealth Management first reported a position in Ashland in Q2 2025 and has held it in 5 quarters since.
  • 358 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.