MPPW
AZPN

Mitchell & Pahl Private Wealth’s Aspen Technology Inc AZPN Stock Holding History

Mitchell & Pahl Private Wealth’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,964
Closed -$740K – 148
2024
Q4 		$740K Buy
2,964
+179
+6% +$43.7K 0.35% 102
2024
Q3 		$665K Buy
2,785
+131
+5% +$27.6K 0.31% 113
2024
Q2 		$527K Buy
2,654
+65
+3% +$13.4K 0.28% 120
2024
Q1 		$552K Buy
2,589
+244
+10% +$48.1K 0.29% 119
2023
Q4 		$516K Buy
2,345
+10
+0.4% +$1.93K 0.29% 118
2023
Q3 		$477K Buy
2,335
+471
+25% +$88.7K 0.28% 119
2023
Q2 		$312K Buy
1,864
+196
+12% +$36.4K 0.19% 135
2023
Q1 		$382K Buy
1,668
+60
+4% +$12.4K 0.24% 127
2022
Q4 		$330K Buy
1,608
+137
+9% +$31.8K 0.22% 133
2022
Q3 		$350K Buy
1,471
+149
+11% +$31K 0.26% 118
2022
Q2 		$243K Buy
+1,322
New +$235K 0.17% 149

Other funds holding AZPN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $93.6M AUM 21.1% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mitchell & Pahl Private Wealth's AZPN Position: Q1 2025 in Review

Mitchell & Pahl Private Wealth sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 2,964 shares — an estimated $740K sold.

Mitchell & Pahl Private Wealth first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $740K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Mitchell & Pahl Private Wealth reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Mitchell & Pahl Private Wealth sold 2,964 Aspen Technology Inc shares in Q1 2025, an estimated $740K.
  • Mitchell & Pahl Private Wealth first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Mitchell & Pahl Private Wealth's Aspen Technology Inc position peaked at $740K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q1 2025, filed 9 Apr 2025.