Position in ASH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$52,316
-$2,904 QoQ
Shares Held
794
-20.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#262
of 353 holders
Holding Since
Jun 2023
13 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, 2026Caldwell Trust Co holds $8,403,286 across 12 Specialty Chemicals names. ASH ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
|
7,043 | $2,064,866 | |
| 2 | DD |
DuPont de Nemours, Inc.
|
14,455 | $1,960,675 | |
| 3 | ECL |
Ecolab Inc.
|
5,579 | $1,554,365 | |
| 4 | LIN |
Linde PLC
|
2,502 | $1,298,387 | |
| 5 | SHW |
Sherwin Williams Co
|
3,000 | $1,032,960 | |
| 6 | EMN |
Eastman Chemical Co
|
5,005 | $335,234 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
874 | $77,436 | |
| 8 | ASH |
Ashland Inc.
This page
|
794 | $52,316 |
All Filings in ASH
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,316 | 794 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $55,220 | 993 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $56,088 | 956 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $60,845 | 1,270 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $62,246 | 1,238 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $62,432 | 1,053 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $83,107 | 1,163 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $88,100 | 1,013 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $123,309 | 1,305 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $125,899 | 1,293 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $81,527 | 967 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $60,361 | 739 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $3,389 | 39 | Shares | Sole | 2025-10-01 | |
| No filing history on record for this holder in this stock. | ||||||