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Pinnacle Wealth Planning Services’s Aspen Aerogels ASPN Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$323 Sell
51
-6
-11% -$29 ﹤0.01% 2686
2026
Q1 		$195 Buy
+57
New +$192 ﹤0.01% 2686

Other funds holding ASPN

KL
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BlackRock
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OCMI
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Wealth Planning Services's ASPN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Aspen Aerogels (ASPN) stake by 11% in Q2 2026, selling an estimated $29 and leaving 51 shares worth $323. The position accounts for ﹤0.01% of the portfolio, ranked #2686.

Pinnacle Wealth Planning Services first reported a position in ASPN in Q1 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold ASPN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 51 shares of Aspen Aerogels worth $323 as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 6 Aspen Aerogels shares in Q2 2026, an estimated $29.
  • Aspen Aerogels made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2686 holding.
  • Pinnacle Wealth Planning Services first reported a position in Aspen Aerogels in Q1 2026 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.