WAG
AZPN

Wallace Advisory Group’s Aspen Technology Inc AZPN Stock Holding History

Wallace Advisory Group’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-926
Closed -$231K – 202
2025
Q1 		$231K Sell
926
-298
-24% -$77.7K 0.16% 161
2024
Q4 		$292K Sell
1,224
-5
-0.4% -$1.22K 0.2% 139
2024
Q3 		$244K Sell
1,229
-35
-3% -$7.36K 0.18% 152
2024
Q2 		$251K Buy
1,264
+14
+1% +$2.88K 0.18% 144
2024
Q1 		$275K Buy
1,250
+157
+14% +$31K 0.21% 127
2023
Q4 		$223K Buy
+1,093
New +$210K 0.17% 144
2023
Q3 		– Sell
-1,131
Closed -$259K – 193
2023
Q2 		$259K Hold
1,131
– – 0.2% 133
2023
Q1 		$259K Sell
1,131
-6
-0.5% -$1.24K 0.2% 133
2022
Q4 		$234K Buy
+1,137
New +$264K 0.18% 130

Wallace Advisory Group's AZPN Position: Q2 2025 in Review

Wallace Advisory Group sold out of Aspen Technology Inc (AZPN) in Q2 2025, closing a stake of 926 shares — an estimated $231K sold.

Wallace Advisory Group first reported a position in AZPN in Q4 2022 and held it in 9 quarters. The position peaked at $292K in Q4 2024. 0 funds tracked by Wall St. Rank hold AZPN as of Q2 2025.

  • Wallace Advisory Group reported no remaining Aspen Technology Inc position as of Q2 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 926 Aspen Technology Inc shares in Q2 2025, an estimated $231K.
  • Wallace Advisory Group first reported a position in Aspen Technology Inc in Q4 2022 and held it in 9 quarters.
  • Wallace Advisory Group's Aspen Technology Inc position peaked at $292K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2025.

Based on Wallace Advisory Group's 13F filing for Q2 2025, filed 30 Jul 2025.