Position in ASH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$181,064
-$28,193 QoQ
Shares Held
2,748
-27.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#241
of 353 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ASH Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $6,660,015 across 46 Specialty Chemicals names. ASH ranks #10 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
4,175 | $2,166,568 | |
| 2 | SHW |
Sherwin Williams Co
|
1,508 | $519,231 | |
| 3 | ESI |
Element Solutions Inc
|
10,725 | $512,115 | |
| 4 | APD |
Air Products & Chemicals, Inc.
|
1,536 | $450,319 | |
| 5 | ECL |
Ecolab Inc.
|
1,330 | $370,547 | |
| 6 | LYB |
LyondellBasell Industries N.V.
|
6,679 | $351,647 | |
| 7 | IFF |
International Flavors & Fragrances Inc
|
2,612 | $206,918 | |
| 8 | NEU |
Newmarket Corp
|
243 | $192,267 |
All Filings in ASH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,064 | 2,748 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $209,257 | 3,763 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $234,677 | 4,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $250,233 | 5,223 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $269,801 | 5,366 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,185 | 273 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,365 | 271 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,565 | 87 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,976 | 95 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $22,004 | 261 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,553 | 68 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||