SWP
ASPN icon

Strategic Wealth Partners’s Aspen Aerogels ASPN Stock Holding History

Strategic Wealth 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
Q1 		$534 Hold
156
– – ﹤0.01% 1315
2025
Q4 		$441 Sell
156
-438
-74% -$2.26K ﹤0.01% 1348
2025
Q3 		$4.13K Sell
594
-1,757
-75% -$12.4K ﹤0.01% 1071
2025
Q2 		$13.9K Buy
+2,351
New +$13.5K ﹤0.01% 730
2024
Q4 		– Sell
-75,182
Closed -$2.08M – 317
2024
Q3 		$2.08M Buy
75,182
+36,278
+93% +$908K 0.2% 99
2024
Q2 		$928K Sell
38,904
-30,076
-44% -$706K 0.1% 144
2024
Q1 		$1.21M Buy
68,980
+5,305
+8% +$78.2K 0.13% 117
2023
Q4 		$1M Sell
63,675
-4,663
-7% -$48.1K 0.12% 127
2023
Q3 		$588K Buy
68,338
+19,229
+39% +$137K 0.08% 186
2023
Q2 		$387K Buy
49,109
+1,379
+3% +$9.6K 0.05% 223
2023
Q1 		$356K Buy
47,730
+19,803
+71% +$197K 0.05% 201
2022
Q4 		$329K Buy
+27,927
New +$319K 0.06% 204

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Strategic Wealth Partners's ASPN Position: Q1 2026 in Review

Strategic Wealth Partners held its Aspen Aerogels (ASPN) position steady in Q1 2026 at 156 shares worth $534. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Strategic Wealth Partners first reported a position in ASPN in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.08M in Q3 2024. 166 funds tracked by Wall St. Rank hold ASPN as of Q1 2026.

  • Strategic Wealth Partners held 156 shares of Aspen Aerogels worth $534 as of Q1 2026.
  • Strategic Wealth Partners left its Aspen Aerogels share count unchanged in Q1 2026.
  • Aspen Aerogels made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1315 holding.
  • Strategic Wealth Partners first reported a position in Aspen Aerogels in Q4 2022 and has held it in 12 quarters since.
  • Strategic Wealth Partners's Aspen Aerogels position peaked at $2.08M in Q3 2024.
  • 166 funds tracked by Wall St. Rank held Aspen Aerogels as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.