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Wealthspire Advisors (New York)’s Aspen Aerogels ASPN Stock Holding History

Wealthspire Advisors (New York)’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
-1,355
Closed -$9.43K – 1167
2025
Q3 		$9.43K Buy
+1,355
New +$9.55K ﹤0.01% 2049

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.35B AUM 214.39% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s ASPN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Aspen Aerogels (ASPN) in Q4 2025, closing a stake of 1,355 shares — an estimated $9.43K sold.

Wealthspire Advisors (New York) first reported a position in ASPN in Q3 2025 and held it in 1 quarter. The position peaked at $9.43K in Q3 2025. 183 funds tracked by Wall St. Rank hold ASPN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Aspen Aerogels position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,355 Aspen Aerogels shares in Q4 2025, an estimated $9.43K.
  • Wealthspire Advisors (New York) first reported a position in Aspen Aerogels in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Aspen Aerogels position peaked at $9.43K in Q3 2025.
  • 183 funds tracked by Wall St. Rank held Aspen Aerogels as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.