Rise Advisors’s Ashland ASH Stock Holding History

Rise 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
2025 Q4	–	Sell	-218	Closed	-$10.4K	–	203
2025 Q3	$10.4K	Buy	218 +2	+0.9%	+$105	﹤0.01%	969
2025 Q2	$10.9K	Buy	216 +2	+0.9%	+$102	﹤0.01%	946
2025 Q1	$12.7K	Buy	214 +1	+0.5%	+$64	0.01%	809
2024 Q4	$15.2K	Buy	213 +1	+0.5%	+$80	0.01%	821
2024 Q3	$18.4K	Buy	212 +1	+0.5%	+$90	0.01%	744
2024 Q2	$19.9K	Buy	211 +1	+0.5%	+$97	0.01%	642
2024 Q1	$30.4K	Buy	+210	New	+$18.8K	0.02%	377

Other funds holding ASH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Rise Advisors's ASH Position: Q4 2025 in Review

Rise Advisors sold out of Ashland (ASH) in Q4 2025, closing a stake of 218 shares — an estimated $10.4K sold.

Rise Advisors first reported a position in ASH in Q1 2024 and held it in 7 quarters. The position peaked at $30.4K in Q1 2024. 334 funds tracked by Wall St. Rank hold ASH as of Q4 2025.

Rise Advisors reported no remaining Ashland position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 218 Ashland shares in Q4 2025, an estimated $10.4K.
Rise Advisors first reported a position in Ashland in Q1 2024 and held it in 7 quarters.
Rise Advisors's Ashland position peaked at $30.4K in Q1 2024.
334 funds tracked by Wall St. Rank held Ashland as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.