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Summit Trail Advisors’s Ashland ASH Stock Holding History

Summit Trail 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
2026
Q2 		$1.08M Sell
16,319
-13,104
-45% -$761K 0.01% 958
2026
Q1 		$1.64M Buy
29,423
+13,783
+88% +$816K 0.02% 674
2025
Q4 		$918K Sell
15,640
-13,206
-46% -$698K 0.02% 856
2025
Q3 		$1.38M Buy
28,846
+14,581
+102% +$766K 0.02% 651
2025
Q2 		$717K Buy
+14,265
New +$725K 0.01% 588
2018
Q1 		– Sell
-22
Closed -$2K – 513
2017
Q4 		$2K Buy
+22
New +$1.52K ﹤0.01% 1609

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

Summit Trail Advisors's ASH Position: Q2 2026 in Review

Summit Trail Advisors reduced its Ashland (ASH) stake by 45% in Q2 2026, selling an estimated $761K and leaving 16,319 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #958.

Summit Trail Advisors first reported a position in ASH in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.64M in Q1 2026. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Summit Trail Advisors held 16,319 shares of Ashland worth $1.08M as of Q2 2026.
  • Summit Trail Advisors sold 13,104 Ashland shares in Q2 2026, an estimated $761K.
  • Ashland made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #958 holding.
  • Summit Trail Advisors first reported a position in Ashland in Q4 2017 and has held it in 6 quarters since.
  • Summit Trail Advisors's Ashland position peaked at $1.64M in Q1 2026.
  • 355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.