Allworth Financial’s Aspen Aerogels ASPN Stock Holding History

Allworth Financial’s Portfolio ASPN Stock Details ASPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.81K	Buy	1,115 +696	+166%	+$2.35K	﹤0.01%	4107
2025 Q4	$1.19K	Sell	419 -430	-51%	-$2.22K	﹤0.01%	4312
2025 Q3	$5.91K	Buy	849 +35	+4%	+$247	﹤0.01%	3458
2025 Q2	$4.82K	Buy	814 +197	+32%	+$1.13K	﹤0.01%	3281
2025 Q1	$3.37K	Buy	617 +598	+3,147%	+$5.76K	﹤0.01%	2979
2024 Q4	$216	Sell	19 -13	-41%	-$222	﹤0.01%	3774
2024 Q3	$887	Buy	32 +24	+300%	+$600	﹤0.01%	3266
2024 Q2	$187	Buy	+8	New	+$188	﹤0.01%	3558
2023 Q4	–	Sell	-46	Closed	-$396	–	3468
2023 Q3	$396	Sell	46 -7	-13%	-$50	﹤0.01%	3094
2023 Q2	$419	Buy	+53	New	+$369	﹤0.01%	2928

Other funds holding ASPN

KIM LLC Wichita, Kansas $678M AUM 0.91% 1-Year Est. Return

Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return