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Private Wealth Management Group’s Ashland ASH Stock Holding History

Private Wealth Management Group’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 		– Sell
-39
Closed -$2.29K – 1440
2025
Q4 		$2.29K Sell
39
-31
-44% -$1.64K ﹤0.01% 1041
2025
Q3 		$3.35K Hold
70
– – ﹤0.01% 943
2025
Q2 		$3.52K Buy
+70
New +$3.56K ﹤0.01% 900
2025
Q1 		– Sell
-24
Closed -$1.72K – 1489
2024
Q4 		$1.72K Sell
24
-23
-49% -$1.84K ﹤0.01% 1133
2024
Q3 		$4.09K Hold
47
– – ﹤0.01% 810
2024
Q2 		$4.44K Hold
47
– – ﹤0.01% 747
2024
Q1 		$4.58K Hold
47
– – ﹤0.01% 647
2023
Q4 		$3.96K Buy
+47
New +$3.73K ﹤0.01% 711

Other funds holding ASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Private Wealth Management Group's ASH Position: Q1 2026 in Review

Private Wealth Management Group sold out of Ashland (ASH) in Q1 2026, closing a stake of 39 shares — an estimated $2.29K sold.

Private Wealth Management Group first reported a position in ASH in Q4 2023 and held it in 8 quarters. The position peaked at $4.58K in Q1 2024. 350 funds tracked by Wall St. Rank hold ASH as of Q1 2026.

  • Private Wealth Management Group reported no remaining Ashland position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 39 Ashland shares in Q1 2026, an estimated $2.29K.
  • Private Wealth Management Group first reported a position in Ashland in Q4 2023 and held it in 8 quarters.
  • Private Wealth Management Group's Ashland position peaked at $4.58K in Q1 2024.
  • 350 funds tracked by Wall St. Rank held Ashland as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.