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Asset Planning Inc’s Aspen Aerogels ASPN Stock Holding History

Asset Planning Inc’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 		$159 Hold
25
– – ﹤0.01% 333
2026
Q1 		$86 Hold
25
– – ﹤0.01% 298
2025
Q4 		$71 Hold
25
– – ﹤0.01% 293
2025
Q3 		$174 Hold
25
– – ﹤0.01% 292
2025
Q2 		$148 Hold
25
– – ﹤0.01% 288
2025
Q1 		$160 Hold
25
– – ﹤0.01% 301
2024
Q4 		$297 Buy
+25
New +$426 ﹤0.01% 310

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 $3.37T AUM 44.26% 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

Asset Planning Inc's ASPN Position: Q2 2026 in Review

Asset Planning Inc held its Aspen Aerogels (ASPN) position steady in Q2 2026 at 25 shares worth $159. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Asset Planning Inc first reported a position in ASPN in Q4 2024 and has held it in 7 quarters since. The position peaked at $297 in Q4 2024. 180 funds tracked by Wall St. Rank hold ASPN as of Q2 2026.

  • Asset Planning Inc held 25 shares of Aspen Aerogels worth $159 as of Q2 2026.
  • Asset Planning Inc left its Aspen Aerogels share count unchanged in Q2 2026.
  • Aspen Aerogels made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #333 holding.
  • Asset Planning Inc first reported a position in Aspen Aerogels in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Aspen Aerogels position peaked at $297 in Q4 2024.
  • 180 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.