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 Q3	$12.5K	Buy	184 +3	+2%	+$212	﹤0.01%	841
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

T3 Companies New York $103M AUM 54.73% 1-Year Est. Return

Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return

Physician Wealth Advisors's ASH Position: Q3 2026 in Review

Physician Wealth Advisors increased its Ashland (ASH) stake by 1.7% in Q3 2026, buying an estimated $212 and bringing the position to 184 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Physician Wealth Advisors first reported a position in ASH in Q4 2024 and has held it in 8 quarters since. The position peaked at $36.5K in Q4 2024. 56 funds tracked by Wall St. Rank hold ASH as of Q3 2026.

Physician Wealth Advisors held 184 shares of Ashland worth $12.5K as of Q3 2026.
Physician Wealth Advisors bought 3 Ashland shares in Q3 2026, an estimated $212.
Ashland made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #841 holding.
Physician Wealth Advisors first reported a position in Ashland in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's Ashland position peaked at $36.5K in Q4 2024.
56 funds tracked by Wall St. Rank held Ashland as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.