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AE Wealth Management’s Dorian LPG LPG Stock Holding History

AE Wealth Management’s Portfolio LPG Stock Details LPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$264K Sell
7,733
-4,108
-35% -$130K ﹤0.01% 1458
2025
Q4 		$288K Buy
11,841
+1,254
+12% +$32.9K ﹤0.01% 1330
2025
Q3 		$315K Buy
+10,587
New +$318K ﹤0.01% 1167
2023
Q2 		– Sell
-39,417
Closed -$786K – 1995
2023
Q1 		$786K Buy
39,417
+7,501
+24% +$153K 0.01% 1145
2022
Q4 		$605K Sell
31,916
-5,110
-14% -$91.5K ﹤0.01% 1201
2022
Q3 		$502K Buy
37,026
+8,674
+31% +$131K ﹤0.01% 1262
2022
Q2 		$431K Buy
+28,352
New +$449K ﹤0.01% 1274

Other funds holding LPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AE Wealth Management's LPG Position: Q1 2026 in Review

AE Wealth Management reduced its Dorian LPG (LPG) stake by 35% in Q1 2026, selling an estimated $130K and leaving 7,733 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

AE Wealth Management first reported a position in LPG in Q2 2022 and has held it in 7 quarters since. The position peaked at $786K in Q1 2023. 254 funds tracked by Wall St. Rank hold LPG as of Q1 2026.

  • AE Wealth Management held 7,733 shares of Dorian LPG worth $264K as of Q1 2026.
  • AE Wealth Management sold 4,108 Dorian LPG shares in Q1 2026, an estimated $130K.
  • Dorian LPG made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1458 holding.
  • AE Wealth Management first reported a position in Dorian LPG in Q2 2022 and has held it in 7 quarters since.
  • AE Wealth Management's Dorian LPG position peaked at $786K in Q1 2023.
  • 254 funds tracked by Wall St. Rank held Dorian LPG as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.