HWM
ASPN icon

HB Wealth Management’s Aspen Aerogels ASPN Stock Holding History

HB Wealth Management’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
Q2 		– Sell
-11,481
Closed -$73.4K – 1172
2025
Q1 		$73.4K Sell
11,481
-1,493
-12% -$14.4K ﹤0.01% 1184
2024
Q4 		$154K Sell
12,974
-8,389
-39% -$143K ﹤0.01% 1001
2024
Q3 		$592K Buy
+21,363
New +$534K 0.01% 531

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
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

HB Wealth Management's ASPN Position: Q2 2025 in Review

HB Wealth Management sold out of Aspen Aerogels (ASPN) in Q2 2025, closing a stake of 11,481 shares — an estimated $73.4K sold.

HB Wealth Management first reported a position in ASPN in Q3 2024 and held it in 3 quarters. The position peaked at $592K in Q3 2024. 182 funds tracked by Wall St. Rank hold ASPN as of Q2 2025.

  • HB Wealth Management reported no remaining Aspen Aerogels position as of Q2 2025 after selling out during the quarter.
  • HB Wealth Management sold 11,481 Aspen Aerogels shares in Q2 2025, an estimated $73.4K.
  • HB Wealth Management first reported a position in Aspen Aerogels in Q3 2024 and held it in 3 quarters.
  • HB Wealth Management's Aspen Aerogels position peaked at $592K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2025.

Based on HB Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.