Physician Wealth Advisors’s Ashland ASH Stock Holding History

Physician 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 Q2	$11.9K	Hold	181	–	–	﹤0.01%	821
2026 Q1	$10.1K	Hold	181	–	–	﹤0.01%	791
2025 Q4	$10.6K	Sell	181 -337	-65%	-$17.8K	﹤0.01%	753
2025 Q3	$24.8K	Buy	518 +2	+0.4%	+$105	﹤0.01%	523
2025 Q2	$25.9K	Buy	516 +3	+0.6%	+$153	﹤0.01%	467
2025 Q1	$30.4K	Buy	513 +3	+0.6%	+$191	0.01%	416
2024 Q4	$36.5K	Buy	+510	New	+$40.8K	0.01%	392

Other funds holding ASH

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Physician Wealth Advisors's ASH Position: Q2 2026 in Review

Physician Wealth Advisors held its Ashland (ASH) position steady in Q2 2026 at 181 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Physician Wealth Advisors first reported a position in ASH in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.5K in Q4 2024. 44 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

Physician Wealth Advisors held 181 shares of Ashland worth $11.9K as of Q2 2026.
Physician Wealth Advisors left its Ashland share count unchanged in Q2 2026.
Ashland made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #821 holding.
Physician Wealth Advisors first reported a position in Ashland in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Ashland position peaked at $36.5K in Q4 2024.
44 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.