Root Financial Partners
ASH icon

Root Financial Partners’s Ashland ASH Stock Holding History

Root Financial Partners’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 		$14.1K Buy
+207
New +$14.6K ﹤0.01% 1741
2026
Q2 		– Sell
-177
Closed -$9.8K – 607
2026
Q1 		$9.8K Buy
177
+127
+254% +$7.52K ﹤0.01% 1693
2025
Q4 		$2.93K Buy
50
+8
+19% +$423 ﹤0.01% 1910
2025
Q3 		$2.01K Buy
+42
New +$2.21K ﹤0.01% 1955

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's ASH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Ashland (ASH) in Q3 2026: 207 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #1741 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ASH as recently as Q1 2026.

Root Financial Partners first reported a position in ASH in Q3 2025 and has held it in 4 quarters since. 298 funds tracked by Wall St. Rank hold ASH as of Q3 2026.

  • Root Financial Partners held 207 shares of Ashland worth $14.1K as of Q3 2026.
  • Ashland was a new Root Financial Partners position in Q3 2026.
  • Ashland made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1741 holding.
  • Root Financial Partners first reported a position in Ashland in Q3 2025 and has held it in 4 quarters since.
  • 298 funds tracked by Wall St. Rank held Ashland as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.