Farther Finance Advisors’s Aspen Aerogels ASPN Stock Holding History

Farther Finance 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 Q1	$212	Sell	61 -19	-24%	-$64	﹤0.01%	5421
2025 Q4	$226	Buy	80 +79	+7,900%	+$407	﹤0.01%	5200
2025 Q3	$7	Hold	1	–	–	﹤0.01%	4927
2025 Q2	$6	Sell	1 -35	-97%	-$201	﹤0.01%	4464
2025 Q1	$229	Sell	36 -145	-80%	-$1.4K	﹤0.01%	3924
2024 Q4	$2.15K	Hold	181	–	–	﹤0.01%	2967
2024 Q3	$5.01K	Buy	181 +5	+3%	+$125	﹤0.01%	2644
2024 Q2	$4.14K	Buy	176 +145	+468%	+$3.4K	﹤0.01%	2477
2024 Q1	$547	Sell	31 -1	-3%	-$15	﹤0.01%	2997
2023 Q4	$505	Buy	+32	New	+$330	﹤0.01%	2977

Other funds holding ASPN

KIM LLC Wichita, Kansas $678M AUM 0.91% 1-Year Est. Return

Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return