Bridgewater Advisors’s Aspen Aerogels ASPN Stock Holding History

Bridgewater Advisors’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 Q2	–	Sell	-82,399	Closed	-$445K	–	429
2025 Q1	$445K	Buy	82,399 +47	+0.1%	+$453	0.04%	247
2024 Q4	$1.03M	Buy	82,352 +4,995	+6%	+$85.1K	0.11%	83
2024 Q3	$1.41M	Buy	77,357 +21,218	+38%	+$531K	0.15%	76
2024 Q2	$1.21M	Buy	56,139 +13,500	+32%	+$317K	0.15%	81
2024 Q1	$750K	Buy	+42,639	New	+$628K	0.11%	81
2023 Q4	–	Sell	-76,000	Closed	-$654K	–	100
2023 Q3	$654K	Sell	76,000 -18,000	-19%	-$128K	0.1%	88
2023 Q2	$742K	Hold	94,000	–	–	0.15%	80
2023 Q1	$700K	Buy	94,000 +5,000	+6%	+$49.7K	0.15%	86
2022 Q4	$1.05M	Hold	89,000	–	–	0.25%	76
2022 Q3	$821K	Buy	89,000 +15,000	+20%	+$182K	0.23%	83
2022 Q2	$731K	Buy	74,000 +19,000	+35%	+$383K	0.15%	105
2022 Q1	$1.9M	Buy	55,000 +24,000	+77%	+$779K	0.46%	44
2021 Q4	$1.54M	Buy	31,000 +6,000	+24%	+$316K	0.34%	63
2021 Q3	$1.15M	Sell	25,000 -8,000	-24%	-$317K	0.32%	74
2021 Q2	$987K	Buy	+33,000	New	+$673K	0.31%	81

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

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

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

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

Dimensional Fund Advisors

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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