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Twin Peaks Wealth Advisors’s Ashland ASH Stock Holding History

Twin Peaks Wealth Advisors’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 		$8.01K Buy
+144
New +$8.52K ﹤0.01% 1169
2025
Q3 		– Sell
-124
Closed -$6.58K – 307
2025
Q2 		$6.58K Buy
+124
New +$6.3K ﹤0.01% 1149

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

Twin Peaks Wealth Advisors's ASH Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Ashland (ASH) in Q1 2026: 144 shares worth $8.01K. The stake represents ﹤0.01% of the portfolio and ranks #1169 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ASH as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ASH in Q2 2025 and has held it in 2 quarters since. 346 funds tracked by Wall St. Rank hold ASH as of Q1 2026.

  • Twin Peaks Wealth Advisors held 144 shares of Ashland worth $8.01K as of Q1 2026.
  • Ashland was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Ashland made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1169 holding.
  • Twin Peaks Wealth Advisors first reported a position in Ashland in Q2 2025 and has held it in 2 quarters since.
  • 346 funds tracked by Wall St. Rank held Ashland as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.