CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Aspen Aerogels ASPN Stock Holding History

CAPTRUST Financial 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
2026
Q2 		$122K Buy
+19,187
New +$94.1K ﹤0.01% 3007
2022
Q3 		– Sell
-722
Closed -$7K – 2199
2022
Q2 		$7K Hold
722
– – ﹤0.01% 3907
2022
Q1 		$25K Buy
722
+591
+451% +$19.2K ﹤0.01% 3252
2021
Q4 		$7K Buy
+131
New +$6.9K ﹤0.01% 3891

Other funds holding ASPN

KL
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BlackRock
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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

CAPTRUST Financial Advisors's ASPN Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Aspen Aerogels (ASPN) in Q2 2026: 19,187 shares worth $122K. The stake represents ﹤0.01% of the portfolio and ranks #3007 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in ASPN as recently as Q2 2022.

CAPTRUST Financial Advisors first reported a position in ASPN in Q4 2021 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold ASPN as of Q2 2026.

  • CAPTRUST Financial Advisors held 19,187 shares of Aspen Aerogels worth $122K as of Q2 2026.
  • Aspen Aerogels was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Aspen Aerogels made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #3007 holding.
  • CAPTRUST Financial Advisors first reported a position in Aspen Aerogels in Q4 2021 and has held it in 4 quarters since.
  • 180 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.