Carson Wealth (CWM LLC)
ASPN icon

Carson Wealth (CWM LLC)’s Aspen Aerogels ASPN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$84.2K Buy
24,626
+22,862
+1,296% +$77.1K ﹤0.01% 3413
2025
Q4 		$5K Sell
1,764
-5,733
-76% -$29.6K ﹤0.01% 4793
2025
Q3 		$52K Sell
7,497
-821
-10% -$5.79K ﹤0.01% 3493
2025
Q2 		$49K Sell
8,318
-7
-0.1% -$40 ﹤0.01% 3290
2025
Q1 		$53K Buy
8,325
+7,953
+2,138% +$76.7K ﹤0.01% 2925
2024
Q4 		$4K Sell
372
-139
-27% -$2.37K ﹤0.01% 4272
2024
Q3 		$14K Sell
511
-104
-17% -$2.6K ﹤0.01% 3572
2024
Q2 		$15K Buy
615
+322
+110% +$7.56K ﹤0.01% 3285
2024
Q1 		$5K Buy
293
+161
+122% +$2.37K ﹤0.01% 3629
2023
Q4 		$2K Buy
132
+58
+78% +$599 ﹤0.01% 3774
2023
Q3 		$1K Sell
74
-345
-82% -$2.45K ﹤0.01% 3918
2023
Q2 		$3K Buy
+419
New +$2.92K ﹤0.01% 3596
2023
Q1 		– Sell
-39
Closed – – 4032
2022
Q4 		$0 Sell
39
-6
-13% -$69 ﹤0.01% 3958
2022
Q3 		$0 Buy
+45
New +$545 ﹤0.01% 3892

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ASPN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Aspen Aerogels (ASPN) stake by 1,296% in Q1 2026, buying an estimated $77.1K and bringing the position to 24,626 shares worth $84.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3413.

Carson Wealth (CWM LLC) first reported a position in ASPN in Q3 2022 and has held it in 14 quarters since. 166 funds tracked by Wall St. Rank hold ASPN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 24,626 shares of Aspen Aerogels worth $84.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 22,862 Aspen Aerogels shares in Q1 2026, an estimated $77.1K.
  • Aspen Aerogels made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3413 holding.
  • Carson Wealth (CWM LLC) first reported a position in Aspen Aerogels in Q3 2022 and has held it in 14 quarters since.
  • 166 funds tracked by Wall St. Rank held Aspen Aerogels as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.