TD Private Client Wealth’s Ashland ASH Stock Holding History

TD Private Client 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 Q4	–	Sell	-243	Closed	-$11.6K	–	1638
2025 Q3	$11.6K	Buy	243 +183	+305%	+$9.62K	﹤0.01%	1055
2025 Q2	$3.02K	Sell	60 -146	-71%	-$7.42K	﹤0.01%	1173
2025 Q1	$12.2K	Buy	206 +70	+51%	+$4.46K	﹤0.01%	994
2024 Q4	$9.72K	Sell	136 -47	-26%	-$3.76K	﹤0.01%	1049
2024 Q3	$15.9K	Buy	183 +67	+58%	+$6K	﹤0.01%	997
2024 Q2	$11K	Hold	116	–	–	﹤0.01%	1025
2024 Q1	$11.3K	Buy	116 +20	+21%	+$1.79K	﹤0.01%	1024
2023 Q4	$8.09K	Hold	96	–	–	﹤0.01%	1070
2023 Q3	$7.84K	Sell	96 -3	-3%	-$260	﹤0.01%	1061
2023 Q2	$8.6K	Hold	99	–	–	﹤0.01%	1074
2023 Q1	$10.2K	Hold	99	–	–	﹤0.01%	1030
2022 Q4	$10.6K	Hold	99	–	–	﹤0.01%	1004
2022 Q3	$9.4K	Buy	99 +34	+52%	+$3.46K	﹤0.01%	1004
2022 Q2	$6.7K	Hold	65	–	–	﹤0.01%	1031
2022 Q1	$6.4K	Buy	+65	New	+$6.25K	﹤0.01%	1083
2020 Q1	–	Sell	-37	Closed	-$2.83K	–	1078
2019 Q4	$2.83K	Buy	+37	New	+$2.81K	﹤0.01%	876

Other funds holding ASH

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

TD Private Client Wealth's ASH Position: Q4 2025 in Review

TD Private Client Wealth sold out of Ashland (ASH) in Q4 2025, closing a stake of 243 shares — an estimated $11.6K sold.

TD Private Client Wealth first reported a position in ASH in Q4 2019 and held it in 16 quarters. The position peaked at $15.9K in Q3 2024. 333 funds tracked by Wall St. Rank hold ASH as of Q4 2025.

TD Private Client Wealth reported no remaining Ashland position as of Q4 2025 after selling out during the quarter.
TD Private Client Wealth sold 243 Ashland shares in Q4 2025, an estimated $11.6K.
TD Private Client Wealth first reported a position in Ashland in Q4 2019 and held it in 16 quarters.
TD Private Client Wealth's Ashland position peaked at $15.9K in Q3 2024.
333 funds tracked by Wall St. Rank held Ashland as of Q4 2025.

Based on TD Private Client Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.