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Integrated Wealth Concepts’s Aspen Aerogels ASPN Stock Holding History

Integrated Wealth Concepts’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
Q3 		– Sell
-10,614
Closed -$62.8K – 1981
2025
Q2 		$62.8K Sell
10,614
-2,537
-19% -$14.6K ﹤0.01% 1856
2025
Q1 		$84K Buy
+13,151
New +$127K ﹤0.01% 1689

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
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Integrated Wealth Concepts's ASPN Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Aspen Aerogels (ASPN) in Q3 2025, closing a stake of 10,614 shares — an estimated $62.8K sold.

Integrated Wealth Concepts first reported a position in ASPN in Q1 2025 and held it in 2 quarters. The position peaked at $84K in Q1 2025. 204 funds tracked by Wall St. Rank hold ASPN as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining Aspen Aerogels position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,614 Aspen Aerogels shares in Q3 2025, an estimated $62.8K.
  • Integrated Wealth Concepts first reported a position in Aspen Aerogels in Q1 2025 and held it in 2 quarters.
  • Integrated Wealth Concepts's Aspen Aerogels position peaked at $84K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Aspen Aerogels as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.