SVB Wealth’s Ashland ASH Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-10	Closed	-$593	–	557
2025 Q1	$593	Buy	+10	New	+$637	﹤0.01%	1386

Other funds holding ASH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

SVB Wealth's ASH Position: Q2 2025 in Review

SVB Wealth sold out of Ashland (ASH) in Q2 2025, closing a stake of 10 shares — an estimated $593 sold.

SVB Wealth first reported a position in ASH in Q1 2025 and held it in 1 quarter. The position peaked at $593 in Q1 2025. 345 funds tracked by Wall St. Rank hold ASH as of Q2 2025.

SVB Wealth reported no remaining Ashland position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 10 Ashland shares in Q2 2025, an estimated $593.
SVB Wealth first reported a position in Ashland in Q1 2025 and held it in 1 quarter.
SVB Wealth's Ashland position peaked at $593 in Q1 2025.
345 funds tracked by Wall St. Rank held Ashland as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.