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Concurrent Investment Advisors, LLC → ASH
Concurrent Investment Advisors, LLC ASH Position History
Ashland Inc.
Quarters held
6
Latest value
$2.7M
Q3 2026
Peak value
$10.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.9M |
| Q4 2025 | $9.7M |
| Q1 2026 | $970K |
| Q2 2026 | $11K |
| Q2 2026 | $1.8M |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 30.8K | — | — |
| Q2 2026 | $1.8M | 22.4K | — | — |
| Q2 2026 | $11K | 134 | — | — |
| Q1 2026 | $970K | 14.4K | — | — |
| Q4 2025 | $9.7M | 126.3K | — | — |
| Q3 2025 | $10.9M | 125.7K | — | — |
Other funds holding ASH
$457.5M
$438M
$403.4M
$386.2M
$365.3M
$359.3M
$319.9M
$316.7M