Root Financial Partners’s Aspen Aerogels ASPN Stock Holding History

Root Financial Partners’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 Q3	$1.97K	Buy	+360	New	+$1.88K	﹤0.01%	2651

Other funds holding ASPN

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Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Root Financial Partners's ASPN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Aspen Aerogels (ASPN) in Q3 2026: 360 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #2651 among its holdings.

13 funds tracked by Wall St. Rank hold ASPN as of Q3 2026.

Root Financial Partners held 360 shares of Aspen Aerogels worth $1.97K as of Q3 2026.
Aspen Aerogels was a new Root Financial Partners position in Q3 2026.
Aspen Aerogels made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2651 holding.
13 funds tracked by Wall St. Rank held Aspen Aerogels as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.