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Rothschild Investment LLC’s Ashland ASH Stock Holding History

Rothschild Investment LLC’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 		$234K Buy
3,544
+2,904
+454% +$169K 0.01% 818
2026
Q1 		$35.6K Sell
640
-73
-10% -$4.32K ﹤0.01% 1221
2025
Q4 		$41.8K Buy
713
+147
+26% +$7.77K ﹤0.01% 1079
2025
Q3 		$27.1K Buy
566
+551
+3,673% +$29K ﹤0.01% 1165
2025
Q2 		$754 Buy
+15
New +$763 ﹤0.01% 2599
2025
Q1 		– Sell
-7
Closed -$500 – 3023
2024
Q4 		$500 Buy
+7
New +$560 ﹤0.01% 2532

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rothschild Investment LLC's ASH Position: Q2 2026 in Review

Rothschild Investment LLC increased its Ashland (ASH) stake by 454% in Q2 2026, buying an estimated $169K and bringing the position to 3,544 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #818.

Rothschild Investment LLC first reported a position in ASH in Q4 2024 and has held it in 6 quarters since. 161 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Rothschild Investment LLC held 3,544 shares of Ashland worth $234K as of Q2 2026.
  • Rothschild Investment LLC bought 2,904 Ashland shares in Q2 2026, an estimated $169K.
  • Ashland made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #818 holding.
  • Rothschild Investment LLC first reported a position in Ashland in Q4 2024 and has held it in 6 quarters since.
  • 161 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.