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Retirement Wealth Solutions’s Ashland ASH Stock Holding History

Retirement Wealth Solutions’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
2025
Q3 		– Sell
-33
Closed -$1.66K – 835
2025
Q2 		$1.66K Hold
33
– – ﹤0.01% 379
2025
Q1 		$1.96K Hold
33
– – ﹤0.01% 364
2024
Q4 		$2.27K Buy
+33
New +$2.64K ﹤0.01% 358

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Retirement Wealth Solutions's ASH Position: Q3 2025 in Review

Retirement Wealth Solutions sold out of Ashland (ASH) in Q3 2025, closing a stake of 33 shares — an estimated $1.66K sold.

Retirement Wealth Solutions first reported a position in ASH in Q4 2024 and held it in 3 quarters. The position peaked at $2.27K in Q4 2024. 356 funds tracked by Wall St. Rank hold ASH as of Q3 2025.

  • Retirement Wealth Solutions reported no remaining Ashland position as of Q3 2025 after selling out during the quarter.
  • Retirement Wealth Solutions sold 33 Ashland shares in Q3 2025, an estimated $1.66K.
  • Retirement Wealth Solutions first reported a position in Ashland in Q4 2024 and held it in 3 quarters.
  • Retirement Wealth Solutions's Ashland position peaked at $2.27K in Q4 2024.
  • 356 funds tracked by Wall St. Rank held Ashland as of Q3 2025.

Based on Retirement Wealth Solutions's 13F filing for Q3 2025, filed 8 Oct 2025.