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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
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 $976M AUM 0.91% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

WJ Financial Advisors's ASPN Position: Q1 2026 in Review

WJ Financial Advisors reduced its Aspen Aerogels (ASPN) stake by 1.3% in Q1 2026, selling an estimated $2.93K and leaving 63,945 shares worth $219K. The position accounts for 0.18% of the portfolio, ranked #119.

WJ Financial Advisors first reported a position in ASPN in Q4 2025 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold ASPN as of Q1 2026.

  • WJ Financial Advisors held 63,945 shares of Aspen Aerogels worth $219K as of Q1 2026.
  • WJ Financial Advisors sold 870 Aspen Aerogels shares in Q1 2026, an estimated $2.93K.
  • Aspen Aerogels made up 0.18% of WJ Financial Advisors's portfolio in Q1 2026, its #119 holding.
  • WJ Financial Advisors first reported a position in Aspen Aerogels in Q4 2025 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held Aspen Aerogels as of Q1 2026.

Based on WJ Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.