Waypoint Wealth Counsel’s Ashland ASH Stock Holding History

Waypoint Wealth Counsel’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	-3,744	Closed	-$208K	–	162
2026 Q1	$208K	Sell	3,744 -357	-9%	-$21.1K	0.11%	212
2025 Q4	$241K	Buy	+4,101	New	+$217K	0.09%	234
2025 Q3	–	Sell	-4,096	Closed	-$206K	–	270
2025 Q2	$206K	Buy	+4,096	New	+$208K	0.1%	170

Other funds holding ASH

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Waypoint Wealth Counsel's ASH Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Ashland (ASH) in Q2 2026, closing a stake of 3,744 shares — an estimated $208K sold.

Waypoint Wealth Counsel first reported a position in ASH in Q2 2025 and held it in 3 quarters. The position peaked at $241K in Q4 2025. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

Waypoint Wealth Counsel reported no remaining Ashland position as of Q2 2026 after selling out during the quarter.
Waypoint Wealth Counsel sold 3,744 Ashland shares in Q2 2026, an estimated $208K.
Waypoint Wealth Counsel first reported a position in Ashland in Q2 2025 and held it in 3 quarters.
Waypoint Wealth Counsel's Ashland position peaked at $241K in Q4 2025.
355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.