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Sunbelt Securities’s Ashland ASH Stock Holding History

Sunbelt Securities’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
Q1 		$2.28K Sell
41
-10
-20% -$592 ﹤0.01% 1897
2025
Q4 		$2.99K Sell
51
-7
-12% -$370 ﹤0.01% 1763
2025
Q3 		$2.78K Buy
+58
New +$3.05K ﹤0.01% 1774

Other funds holding ASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Sunbelt Securities's ASH Position: Q1 2026 in Review

Sunbelt Securities reduced its Ashland (ASH) stake by 20% in Q1 2026, selling an estimated $592 and leaving 41 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

Sunbelt Securities first reported a position in ASH in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.99K in Q4 2025. 346 funds tracked by Wall St. Rank hold ASH as of Q1 2026.

  • Sunbelt Securities held 41 shares of Ashland worth $2.28K as of Q1 2026.
  • Sunbelt Securities sold 10 Ashland shares in Q1 2026, an estimated $592.
  • Ashland made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1897 holding.
  • Sunbelt Securities first reported a position in Ashland in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Ashland position peaked at $2.99K in Q4 2025.
  • 346 funds tracked by Wall St. Rank held Ashland as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.