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Wealthspire Advisors (New York)’s Ashland ASH Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-159
Closed -$7.62K – 1164
2025
Q3 		$7.62K Buy
+159
New +$8.36K ﹤0.01% 2154

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $12.5B AUM 7.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Wealthspire Advisors (New York)'s ASH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Ashland (ASH) in Q4 2025, closing a stake of 159 shares — an estimated $7.62K sold.

Wealthspire Advisors (New York) first reported a position in ASH in Q3 2025 and held it in 1 quarter. The position peaked at $7.62K in Q3 2025. 332 funds tracked by Wall St. Rank hold ASH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Ashland position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 159 Ashland shares in Q4 2025, an estimated $7.62K.
  • Wealthspire Advisors (New York) first reported a position in Ashland in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Ashland position peaked at $7.62K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Ashland as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.