UCFA
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United Capital Financial Advisors’s Ashland ASH Stock Holding History

United Capital Financial 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
Q2 		– Sell
-7,012
Closed -$390K – 1629
2026
Q1 		$390K Buy
+7,012
New +$415K ﹤0.01% 1198
2024
Q3 		– Sell
-3,223
Closed -$305K – 1064
2024
Q2 		$305K Buy
3,223
+267
+9% +$25.9K ﹤0.01% 842
2024
Q1 		$288K Buy
+2,956
New +$265K ﹤0.01% 893
2023
Q2 		– Sell
-2,638
Closed -$271K – 896
2023
Q1 		$271K Sell
2,638
-195
-7% -$20.2K ﹤0.01% 848
2022
Q4 		$305K Buy
+2,833
New +$299K ﹤0.01% 883
2019
Q4 		– Sell
-3,191
Closed -$246K – 1371
2019
Q3 		$246K Sell
3,191
-82
-3% -$6.23K ﹤0.01% 1130
2019
Q2 		$262K Buy
3,273
+18
+0.6% +$1.39K ﹤0.01% 1266
2019
Q1 		$254K Hold
3,255
– – ﹤0.01% 1185
2018
Q4 		$231K Buy
3,255
+18
+0.6% +$1.39K ﹤0.01% 1156
2018
Q3 		$271K Hold
3,237
– – ﹤0.01% 1147
2018
Q2 		$253K Sell
3,237
-12
-0.4% -$894 ﹤0.01% 1156
2018
Q1 		$227K Hold
3,249
– – ﹤0.01% 1194
2017
Q4 		$232K Hold
3,249
– – ﹤0.01% 1196
2017
Q3 		$212K Hold
3,249
– – ﹤0.01% 1221
2017
Q2 		$214K Sell
3,249
-3,392
-51% -$216K ﹤0.01% 1189
2017
Q1 		$402K Sell
6,641
-307
-4% -$17.8K ﹤0.01% 964
2016
Q4 		$371K Hold
6,948
– – ﹤0.01% 999
2016
Q3 		$394K Sell
6,948
-12
-0.2% -$689 ﹤0.01% 1013
2016
Q2 		$392K Buy
6,960
+2,500
+56% +$138K ﹤0.01% 972
2016
Q1 		$240K Buy
4,460
+2
+0% +$96 ﹤0.01% 1074
2015
Q4 		$224K Sell
4,458
-24
-0.5% -$1.26K ﹤0.01% 1103
2015
Q3 		$221K Sell
4,482
-13
-0.3% -$707 ﹤0.01% 1134
2015
Q2 		$268K Sell
4,495
-69
-2% -$4.3K ﹤0.01% 1105
2015
Q1 		$282K Sell
4,564
-141
-3% -$8.54K ﹤0.01% 1087
2014
Q4 		$276K Buy
+4,705
New +$254K ﹤0.01% 997

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

United Capital Financial Advisors's ASH Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Ashland (ASH) in Q2 2026, closing a stake of 7,012 shares — an estimated $390K sold.

United Capital Financial Advisors first reported a position in ASH in Q4 2014 and held it in 25 quarters. The position peaked at $402K in Q1 2017. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Ashland position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 7,012 Ashland shares in Q2 2026, an estimated $390K.
  • United Capital Financial Advisors first reported a position in Ashland in Q4 2014 and held it in 25 quarters.
  • United Capital Financial Advisors's Ashland position peaked at $402K in Q1 2017.
  • 355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.