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WJ Financial Advisors’s Aspen Aerogels ASPN Stock Holding History

WJ Financial Advisors’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 		$110K Sell
17,400
-46,545
-73% -$228K 0.08% 136
2026
Q1 		$219K Sell
63,945
-870
-1% -$2.93K 0.18% 119
2025
Q4 		$183K Buy
+64,815
New +$334K 0.16% 113

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 $3.38T AUM 44.17% 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

WJ Financial Advisors's ASPN Position: Q2 2026 in Review

WJ Financial Advisors reduced its Aspen Aerogels (ASPN) stake by 73% in Q2 2026, selling an estimated $228K and leaving 17,400 shares worth $110K. The position accounts for 0.08% of the portfolio, ranked #136.

WJ Financial Advisors first reported a position in ASPN in Q4 2025 and has held it in 3 quarters since. The position peaked at $219K in Q1 2026. 179 funds tracked by Wall St. Rank hold ASPN as of Q2 2026.

  • WJ Financial Advisors held 17,400 shares of Aspen Aerogels worth $110K as of Q2 2026.
  • WJ Financial Advisors sold 46,545 Aspen Aerogels shares in Q2 2026, an estimated $228K.
  • Aspen Aerogels made up 0.08% of WJ Financial Advisors's portfolio in Q2 2026, its #136 holding.
  • WJ Financial Advisors first reported a position in Aspen Aerogels in Q4 2025 and has held it in 3 quarters since.
  • WJ Financial Advisors's Aspen Aerogels position peaked at $219K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.