Commonwealth Equity Services
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Commonwealth Equity Services’s Aspen Aerogels ASPN Stock Holding History

Commonwealth Equity Services’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
-11,352
Closed -$79K – 4280
2025
Q3 		$79K Buy
+11,352
New +$80K ﹤0.01% 4116
2025
Q1 		– Sell
-22,192
Closed -$264K – 4178
2024
Q4 		$264K Buy
22,192
+6,982
+46% +$119K ﹤0.01% 3532
2024
Q3 		$421K Buy
+15,210
New +$381K ﹤0.01% 3042

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Commonwealth Equity Services's ASPN Position: Q4 2025 in Review

Commonwealth Equity Services sold out of Aspen Aerogels (ASPN) in Q4 2025, closing a stake of 11,352 shares — an estimated $79K sold.

Commonwealth Equity Services first reported a position in ASPN in Q3 2024 and held it in 3 quarters. The position peaked at $421K in Q3 2024. 183 funds tracked by Wall St. Rank hold ASPN as of Q4 2025.

  • Commonwealth Equity Services reported no remaining Aspen Aerogels position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 11,352 Aspen Aerogels shares in Q4 2025, an estimated $79K.
  • Commonwealth Equity Services first reported a position in Aspen Aerogels in Q3 2024 and held it in 3 quarters.
  • Commonwealth Equity Services's Aspen Aerogels position peaked at $421K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Aspen Aerogels as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.