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Journey Strategic Wealth’s Aspen Aerogels ASPN Stock Holding History

Journey Strategic Wealth’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 		– Sell
-25,157
Closed -$71.2K – 829
2025
Q4 		$71.2K Buy
+25,157
New +$130K ﹤0.01% 753
2025
Q2 		– Sell
-17,596
Closed -$112K – 664
2025
Q1 		$112K Buy
17,596
+2,596
+17% +$25K ﹤0.01% 490
2024
Q4 		$178K Buy
+15,000
New +$256K 0.01% 474
2024
Q2 		– Sell
-15,000
Closed -$264K – 400
2024
Q1 		$264K Buy
+15,000
New +$221K 0.01% 214
2023
Q2 		– Sell
-67,000
Closed -$499K – 209
2023
Q1 		$499K Buy
+67,000
New +$666K 0.05% 102

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Journey Strategic Wealth's ASPN Position: Q1 2026 in Review

Journey Strategic Wealth sold out of Aspen Aerogels (ASPN) in Q1 2026, closing a stake of 25,157 shares — an estimated $71.2K sold.

Journey Strategic Wealth first reported a position in ASPN in Q1 2023 and held it in 5 quarters. The position peaked at $499K in Q1 2023. 166 funds tracked by Wall St. Rank hold ASPN as of Q1 2026.

  • Journey Strategic Wealth reported no remaining Aspen Aerogels position as of Q1 2026 after selling out during the quarter.
  • Journey Strategic Wealth sold 25,157 Aspen Aerogels shares in Q1 2026, an estimated $71.2K.
  • Journey Strategic Wealth first reported a position in Aspen Aerogels in Q1 2023 and held it in 5 quarters.
  • Journey Strategic Wealth's Aspen Aerogels position peaked at $499K in Q1 2023.
  • 166 funds tracked by Wall St. Rank held Aspen Aerogels as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.