Blue Trust Inc’s Aspen Aerogels ASPN Stock Holding History

Blue Trust 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
2025 Q4	–	Sell	-88	Closed	-$612	–	2542
2025 Q3	$612	Buy	+88	New	+$620	﹤0.01%	2393
2024 Q4	–	Sell	-30	Closed	-$716	–	2471
2024 Q3	$716	Buy	+30	New	+$751	﹤0.01%	2750

Other funds holding ASPN

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OCMI

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

NIM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GKFF

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Trust Inc's ASPN Position: Q4 2025 in Review

Blue Trust Inc sold out of Aspen Aerogels (ASPN) in Q4 2025, closing a stake of 88 shares — an estimated $612 sold.

Blue Trust Inc first reported a position in ASPN in Q3 2024 and held it in 2 quarters. The position peaked at $716 in Q3 2024. 183 funds tracked by Wall St. Rank hold ASPN as of Q4 2025.

Blue Trust Inc reported no remaining Aspen Aerogels position as of Q4 2025 after selling out during the quarter.
Blue Trust Inc sold 88 Aspen Aerogels shares in Q4 2025, an estimated $612.
Blue Trust Inc first reported a position in Aspen Aerogels in Q3 2024 and held it in 2 quarters.
Blue Trust Inc's Aspen Aerogels position peaked at $716 in Q3 2024.
183 funds tracked by Wall St. Rank held Aspen Aerogels as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.