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EverSource Wealth Advisors’s Aspen Aerogels ASPN Stock Holding History

EverSource Wealth 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 		$15.3K Buy
2,407
+943
+64% +$4.63K ﹤0.01% 2635
2026
Q1 		$5.01K Buy
+1,464
New +$4.93K ﹤0.01% 3269
2025
Q4 		– Sell
-641
Closed -$4.46K – 4284
2025
Q3 		$4.46K Hold
641
– – ﹤0.01% 3204
2025
Q2 		$3.79K Buy
641
+518
+421% +$2.98K ﹤0.01% 3272
2025
Q1 		$786 Buy
123
+108
+720% +$1.04K ﹤0.01% 3315
2024
Q4 		$178 Buy
+15
New +$256 ﹤0.01% 3452

Other funds holding ASPN

GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return
FRM
Fox Run Management Greenwich, Connecticut $603M AUM 32% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

EverSource Wealth Advisors's ASPN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Aspen Aerogels (ASPN) stake by 64% in Q2 2026, buying an estimated $4.63K and bringing the position to 2,407 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2635.

EverSource Wealth Advisors first reported a position in ASPN in Q4 2024 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold ASPN as of Q2 2026.

  • EverSource Wealth Advisors held 2,407 shares of Aspen Aerogels worth $15.3K as of Q2 2026.
  • EverSource Wealth Advisors bought 943 Aspen Aerogels shares in Q2 2026, an estimated $4.63K.
  • Aspen Aerogels made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2635 holding.
  • EverSource Wealth Advisors first reported a position in Aspen Aerogels in Q4 2024 and has held it in 6 quarters since.
  • 40 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.