Wealth Enhancement Advisory Services
ASPN icon

Wealth Enhancement Advisory Services’s Aspen Aerogels ASPN Stock Holding History

Wealth Enhancement Advisory Services’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 		$157K Buy
30,386
+19,360
+176% +$95K ﹤0.01% 3679
2026
Q1 		$40.7K Buy
+11,026
New +$37.2K ﹤0.01% 3449
2025
Q1 		– Sell
-10,843
Closed -$129K – 2989
2024
Q4 		$129K Buy
+10,843
New +$185K ﹤0.01% 2768

Other funds holding ASPN

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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

Wealth Enhancement Advisory Services's ASPN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Aspen Aerogels (ASPN) stake by 176% in Q2 2026, buying an estimated $95K and bringing the position to 30,386 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #3679.

Wealth Enhancement Advisory Services first reported a position in ASPN in Q4 2024 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold ASPN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 30,386 shares of Aspen Aerogels worth $157K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 19,360 Aspen Aerogels shares in Q2 2026, an estimated $95K.
  • Aspen Aerogels made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3679 holding.
  • Wealth Enhancement Advisory Services first reported a position in Aspen Aerogels in Q4 2024 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.