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 Q3	$64.6K	Buy	951 +52	+6%	+$3.67K	0.02%	417
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

True Wealth Design's ASH Position: Q3 2026 in Review

True Wealth Design increased its Ashland (ASH) stake by 5.8% in Q3 2026, buying an estimated $3.67K and bringing the position to 951 shares worth $64.6K. The position accounts for 0.02% of the portfolio, ranked #417.

True Wealth Design first reported a position in ASH in Q3 2024 and has held it in 9 quarters since. The position peaked at $76.2K in Q2 2025. 29 funds tracked by Wall St. Rank hold ASH as of Q3 2026.

True Wealth Design held 951 shares of Ashland worth $64.6K as of Q3 2026.
True Wealth Design bought 52 Ashland shares in Q3 2026, an estimated $3.67K.
Ashland made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #417 holding.
True Wealth Design first reported a position in Ashland in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Ashland position peaked at $76.2K in Q2 2025.
29 funds tracked by Wall St. Rank held Ashland as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.