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HHM Wealth Advisors’s Aspen Aerogels ASPN Stock Holding History

HHM 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
2025
Q2 		– Sell
-200
Closed -$1.28K – 865
2025
Q1 		$1.28K Hold
200
– – ﹤0.01% 806
2024
Q4 		$2.38K Hold
200
– – ﹤0.01% 733
2024
Q3 		$5.54K Hold
200
– – ﹤0.01% 638
2024
Q2 		$4.77K Hold
200
– – ﹤0.01% 638
2024
Q1 		$3.52K Hold
200
– – ﹤0.01% 655
2023
Q4 		$3.16K Hold
200
– – ﹤0.01% 662
2023
Q3 		$1.72K Hold
200
– – ﹤0.01% 723
2023
Q2 		$1.58K Hold
200
– – ﹤0.01% 741
2023
Q1 		$1.49K Hold
200
– – ﹤0.01% 747
2022
Q4 		$2.36K Buy
+200
New +$2.29K ﹤0.01% 591

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.35B AUM 214.39% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

HHM Wealth Advisors's ASPN Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Aspen Aerogels (ASPN) in Q2 2025, closing a stake of 200 shares — an estimated $1.28K sold.

HHM Wealth Advisors first reported a position in ASPN in Q4 2022 and held it in 10 quarters. The position peaked at $5.54K in Q3 2024. 182 funds tracked by Wall St. Rank hold ASPN as of Q2 2025.

  • HHM Wealth Advisors reported no remaining Aspen Aerogels position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 200 Aspen Aerogels shares in Q2 2025, an estimated $1.28K.
  • HHM Wealth Advisors first reported a position in Aspen Aerogels in Q4 2022 and held it in 10 quarters.
  • HHM Wealth Advisors's Aspen Aerogels position peaked at $5.54K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.