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Summit Securities Group’s Aspen Aerogels ASPN Stock Holding History

Summit Securities Group’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
-975
Closed -$6.79K – 1017
2025
Q3 		$6.79K Sell
975
-4,741
-83% -$33.4K ﹤0.01% 906
2025
Q2 		$33.8K Buy
+5,716
New +$32.9K 0.01% 595
2023
Q1 		– Sell
-3,387
Closed -$40K – 804
2022
Q4 		$40K Buy
+3,387
New +$38.7K ﹤0.01% 757

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's ASPN Position: Q4 2025 in Review

Summit Securities Group sold out of Aspen Aerogels (ASPN) in Q4 2025, closing a stake of 975 shares — an estimated $6.79K sold.

Summit Securities Group first reported a position in ASPN in Q4 2022 and held it in 3 quarters. The position peaked at $40K in Q4 2022. 183 funds tracked by Wall St. Rank hold ASPN as of Q4 2025.

  • Summit Securities Group reported no remaining Aspen Aerogels position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 975 Aspen Aerogels shares in Q4 2025, an estimated $6.79K.
  • Summit Securities Group first reported a position in Aspen Aerogels in Q4 2022 and held it in 3 quarters.
  • Summit Securities Group's Aspen Aerogels position peaked at $40K in Q4 2022.
  • 183 funds tracked by Wall St. Rank held Aspen Aerogels as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.