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Cassaday & Co Wealth Management LLC → ASH

Cassaday & Co Wealth Management LLC ASH Position History

Ashland Inc.

Quarters held
7
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.5M
Q4 2025$2.2M
Q1 2026$2M
Q1 2026$9K
Q2 2026$2.3M
Q2 2026$12K
Q3 2026$2.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.5M28.2K——
Q2 2026$12K177——
Q2 2026$2.3M28.9K——
Q1 2026$9K156——
Q1 2026$2M29.4K——
Q4 2025$2.2M28.8K——
Q3 2025$2.5M29.2K——

Other funds holding ASH

Other Cassaday & Co Wealth Management LLC positions

VGES

VANGUARD WORLD FD

$1.7B
VGES

VANGUARD WORLD FD

$1.6B
VGES

VANGUARD WORLD FD

$1.5B
VGES

VANGUARD WORLD FD

$1.5B
VGES

VANGUARD WORLD FD

$1.4B
JNJ

ISHARES TR

$434.3M
ETHA

ISHARES TR

$373.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$333.1M