Creative Planning’s Aspen Aerogels ASPN Stock Holding History

Creative Planning’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	$199K	Buy	+31,432	New	+$154K	﹤0.01%	3877
2025 Q4	–	Sell	-21,948	Closed	-$153K	–	3917
2025 Q3	$153K	Buy	21,948 +6,624	+43%	+$46.7K	﹤0.01%	3577
2025 Q2	$90.7K	Buy	+15,324	New	+$88.2K	﹤0.01%	3449
2023 Q2	–	Sell	-72	Closed	-$537	–	2659
2023 Q1	$537	Buy	+72	New	+$716	﹤0.01%	2574

Other funds holding ASPN

KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OCMI

Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning's ASPN Position: Q2 2026 in Review

Creative Planning opened a new position in Aspen Aerogels (ASPN) in Q2 2026: 31,432 shares worth $199K. The stake represents ﹤0.01% of the portfolio and ranks #3877 among its holdings. This is a return to the name: Creative Planning previously reported a position in ASPN as recently as Q3 2025.

Creative Planning first reported a position in ASPN in Q1 2023 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold ASPN as of Q2 2026.

Creative Planning held 31,432 shares of Aspen Aerogels worth $199K as of Q2 2026.
Aspen Aerogels was a new Creative Planning position in Q2 2026.
Aspen Aerogels made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3877 holding.
Creative Planning first reported a position in Aspen Aerogels in Q1 2023 and has held it in 4 quarters since.
180 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.