PlanVest Financial’s Aspen Aerogels ASPN Stock Holding History

PlanVest Financial’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	$5.62K	Hold	886	–	–	﹤0.01%	447
2026 Q1	$3.03K	Buy	+886	New	+$2.99K	﹤0.01%	465

Other funds holding ASPN

KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OCMI

Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PlanVest Financial's ASPN Position: Q2 2026 in Review

PlanVest Financial held its Aspen Aerogels (ASPN) position steady in Q2 2026 at 886 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

PlanVest Financial first reported a position in ASPN in Q1 2026 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold ASPN as of Q2 2026.

PlanVest Financial held 886 shares of Aspen Aerogels worth $5.62K as of Q2 2026.
PlanVest Financial left its Aspen Aerogels share count unchanged in Q2 2026.
Aspen Aerogels made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #447 holding.
PlanVest Financial first reported a position in Aspen Aerogels in Q1 2026 and has held it in 2 quarters since.
176 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.