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Pinnacle Wealth Planning Services’s Ashland ASH Stock Holding History

Pinnacle Wealth Planning Services’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 		$20.4K Sell
310
-57
-16% -$3.31K ﹤0.01% 1772
2026
Q1 		$20.4K Sell
367
-19
-5% -$1.12K ﹤0.01% 1688
2025
Q4 		$22.6K Buy
+386
New +$20.4K ﹤0.01% 1657
2021
Q1 		– Sell
-335
Closed -$27K – 462
2020
Q4 		$27K Buy
+335
New +$25.3K 0.01% 1030

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

Pinnacle Wealth Planning Services's ASH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Ashland (ASH) stake by 16% in Q2 2026, selling an estimated $3.31K and leaving 310 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Pinnacle Wealth Planning Services first reported a position in ASH in Q4 2020 and has held it in 4 quarters since. The position peaked at $27K in Q4 2020. 356 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 310 shares of Ashland worth $20.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 57 Ashland shares in Q2 2026, an estimated $3.31K.
  • Ashland made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1772 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ashland in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Ashland position peaked at $27K in Q4 2020.
  • 356 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.