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
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 $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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's ASPN Position: Q4 2025 in Review

Creative Planning sold out of Aspen Aerogels (ASPN) in Q4 2025, closing a stake of 21,948 shares — an estimated $153K sold.

Creative Planning first reported a position in ASPN in Q1 2023 and held it in 3 quarters. The position peaked at $153K in Q3 2025. 183 funds tracked by Wall St. Rank hold ASPN as of Q4 2025.

Creative Planning reported no remaining Aspen Aerogels position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 21,948 Aspen Aerogels shares in Q4 2025, an estimated $153K.
Creative Planning first reported a position in Aspen Aerogels in Q1 2023 and held it in 3 quarters.
Creative Planning's Aspen Aerogels position peaked at $153K in Q3 2025.
183 funds tracked by Wall St. Rank held Aspen Aerogels as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.