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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
Q2 		– Sell
-177
Closed -$9.84K – 607
2026
Q1 		$9.84K Buy
177
+127
+254% +$7.51K ﹤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

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

Root Financial Partners's ASH Position: Q2 2026 in Review

Root Financial Partners sold out of Ashland (ASH) in Q2 2026, closing a stake of 177 shares — an estimated $9.84K sold.

Root Financial Partners first reported a position in ASH in Q3 2025 and held it in 3 quarters. The position peaked at $9.84K in Q1 2026. 358 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Root Financial Partners reported no remaining Ashland position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 177 Ashland shares in Q2 2026, an estimated $9.84K.
  • Root Financial Partners first reported a position in Ashland in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Ashland position peaked at $9.84K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.