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True Wealth Design’s Ashland ASH Stock Holding History

True Wealth Design’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 		$59.2K Sell
899
-208
-19% -$12.1K 0.01% 425
2026
Q1 		$61.6K Sell
1,107
-78
-7% -$4.62K 0.02% 344
2025
Q4 		$69.5K Sell
1,185
-247
-17% -$13.1K 0.02% 251
2025
Q3 		$68.6K Sell
1,432
-84
-6% -$4.41K 0.02% 243
2025
Q2 		$76.2K Buy
1,516
+1,479
+3,997% +$75.2K 0.03% 144
2025
Q1 		$2.19K Sell
37
-12
-24% -$765 ﹤0.01% 978
2024
Q4 		$3.5K Sell
49
-18
-27% -$1.44K ﹤0.01% 606
2024
Q3 		$5.83K Buy
+67
New +$6K ﹤0.01% 527

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

True Wealth Design's ASH Position: Q2 2026 in Review

True Wealth Design reduced its Ashland (ASH) stake by 19% in Q2 2026, selling an estimated $12.1K and leaving 899 shares worth $59.2K. The position accounts for 0.01% of the portfolio, ranked #425.

True Wealth Design first reported a position in ASH in Q3 2024 and has held it in 8 quarters since. The position peaked at $76.2K in Q2 2025. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • True Wealth Design held 899 shares of Ashland worth $59.2K as of Q2 2026.
  • True Wealth Design sold 208 Ashland shares in Q2 2026, an estimated $12.1K.
  • Ashland made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #425 holding.
  • True Wealth Design first reported a position in Ashland in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Ashland position peaked at $76.2K in Q2 2025.
  • 355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.