Steward Partners Investment Advisory’s Ashland ASH Stock Holding History

Steward Partners Investment Advisory’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	$298K	Buy	4,528 +1,080	+31%	+$62.7K	﹤0.01%	2007
2026 Q1	$192K	Buy	3,448 +3,411	+9,219%	+$202K	﹤0.01%	2041
2025 Q4	$2.17K	Sell	37 -150	-80%	-$7.93K	﹤0.01%	3939
2025 Q3	$8.96K	Hold	187	–	–	﹤0.01%	3455
2025 Q2	$9.4K	Hold	187	–	–	﹤0.01%	3244
2025 Q1	$11.1K	Hold	187	–	–	﹤0.01%	3045
2024 Q4	$13.4K	Buy	187 +150	+405%	+$12K	﹤0.01%	2974
2024 Q3	$3.22K	Hold	37	–	–	﹤0.01%	3306
2024 Q2	$3.5K	Hold	37	–	–	﹤0.01%	3150
2024 Q1	$3.6K	Hold	37	–	–	﹤0.01%	3140
2023 Q4	$3.12K	Hold	37	–	–	﹤0.01%	3117
2023 Q3	$3.02K	Hold	37	–	–	﹤0.01%	2985
2023 Q2	$3.22K	Hold	37	–	–	﹤0.01%	2930
2023 Q1	$3.8K	Hold	37	–	–	﹤0.01%	2866
2022 Q4	$3.98K	Hold	37	–	–	﹤0.01%	2845
2022 Q3	$4K	Sell	37 -18	-33%	-$1.83K	﹤0.01%	2818
2022 Q2	$6K	Buy	55 +18	+49%	+$1.84K	﹤0.01%	2670
2022 Q1	$4K	Hold	37	–	–	﹤0.01%	2931
2021 Q4	$4K	Hold	37	–	–	﹤0.01%	2866
2021 Q3	$3K	Hold	37	–	–	﹤0.01%	2905
2021 Q2	$3K	Sell	37 -300	-89%	-$27K	﹤0.01%	6762
2021 Q1	$29.9K	Buy	337 +300	+811%	+$25.9K	﹤0.01%	2266
2020 Q4	$3K	Hold	37	–	–	﹤0.01%	2610
2020 Q3	$3K	Hold	37	–	–	﹤0.01%	2472
2020 Q2	$3K	Hold	37	–	–	﹤0.01%	2366
2020 Q1	$1K	Sell	37 -48	-56%	-$3.3K	﹤0.01%	2356
2019 Q4	$6K	Sell	85 -76	-47%	-$5.77K	﹤0.01%	2170
2019 Q3	$12K	Hold	161	–	–	﹤0.01%	1898
2019 Q2	$12K	Buy	+161	New	+$12.4K	﹤0.01%	1891
2018 Q4	–	Sell	-124	Closed	-$10K	–	856
2018 Q3	$10K	Buy	+124	New	+$10.3K	﹤0.01%	1860

Other funds holding ASH

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Steward Partners Investment Advisory's ASH Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Ashland (ASH) stake by 31% in Q2 2026, buying an estimated $62.7K and bringing the position to 4,528 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Steward Partners Investment Advisory first reported a position in ASH in Q3 2018 and has held it in 30 quarters since. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

Steward Partners Investment Advisory held 4,528 shares of Ashland worth $298K as of Q2 2026.
Steward Partners Investment Advisory bought 1,080 Ashland shares in Q2 2026, an estimated $62.7K.
Ashland made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2007 holding.
Steward Partners Investment Advisory first reported a position in Ashland in Q3 2018 and has held it in 30 quarters since.
355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.