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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
Q2 		$989 Hold
156
– – ﹤0.01% 1279
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 $1B AUM 29.68% 1-Year Est. Return
BlackRock
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
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

Strategic Wealth Partners's ASPN Position: Q2 2026 in Review

Strategic Wealth Partners held its Aspen Aerogels (ASPN) position steady in Q2 2026 at 156 shares worth $989. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Strategic Wealth Partners first reported a position in ASPN in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.08M in Q3 2024. 180 funds tracked by Wall St. Rank hold ASPN as of Q2 2026.

  • Strategic Wealth Partners held 156 shares of Aspen Aerogels worth $989 as of Q2 2026.
  • Strategic Wealth Partners left its Aspen Aerogels share count unchanged in Q2 2026.
  • Aspen Aerogels made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1279 holding.
  • Strategic Wealth Partners first reported a position in Aspen Aerogels in Q4 2022 and has held it in 13 quarters since.
  • Strategic Wealth Partners's Aspen Aerogels position peaked at $2.08M in Q3 2024.
  • 180 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.