AF
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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
Q2 		$19.9K Buy
3,133
+2,018
+181% +$9.9K ﹤0.01% 3207
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

KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial's ASPN Position: Q2 2026 in Review

Allworth Financial increased its Aspen Aerogels (ASPN) stake by 181% in Q2 2026, buying an estimated $9.9K and bringing the position to 3,133 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3207.

Allworth Financial first reported a position in ASPN in Q2 2023 and has held it in 11 quarters since. 179 funds tracked by Wall St. Rank hold ASPN as of Q2 2026.

  • Allworth Financial held 3,133 shares of Aspen Aerogels worth $19.9K as of Q2 2026.
  • Allworth Financial bought 2,018 Aspen Aerogels shares in Q2 2026, an estimated $9.9K.
  • Aspen Aerogels made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3207 holding.
  • Allworth Financial first reported a position in Aspen Aerogels in Q2 2023 and has held it in 11 quarters since.
  • 179 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.