Stephens Consulting’s Aspen Aerogels ASPN Stock Holding History

Stephens Consulting’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
2025 Q4	–	Sell	-486	Closed	-$3.38K	–	482
2025 Q3	$3.38K	Buy	+486	New	+$3.43K	﹤0.01%	296

Other funds holding ASPN

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OCMI

Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stephens Consulting's ASPN Position: Q4 2025 in Review

Stephens Consulting sold out of Aspen Aerogels (ASPN) in Q4 2025, closing a stake of 486 shares — an estimated $3.38K sold.

Stephens Consulting first reported a position in ASPN in Q3 2025 and held it in 1 quarter. The position peaked at $3.38K in Q3 2025. 183 funds tracked by Wall St. Rank hold ASPN as of Q4 2025.

Stephens Consulting reported no remaining Aspen Aerogels position as of Q4 2025 after selling out during the quarter.
Stephens Consulting sold 486 Aspen Aerogels shares in Q4 2025, an estimated $3.38K.
Stephens Consulting first reported a position in Aspen Aerogels in Q3 2025 and held it in 1 quarter.
Stephens Consulting's Aspen Aerogels position peaked at $3.38K in Q3 2025.
183 funds tracked by Wall St. Rank held Aspen Aerogels as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.