Carson Wealth (CWM LLC)
LPG icon

Carson Wealth (CWM LLC)’s Dorian LPG LPG Stock Holding History

Carson Wealth (CWM LLC)’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 		$793K Buy
23,190
+2,677
+13% +$84.8K ﹤0.01% 1691
2025
Q4 		$499K Sell
20,513
-8,155
-28% -$214K ﹤0.01% 1919
2025
Q3 		$854K Buy
28,668
+4,015
+16% +$121K ﹤0.01% 1501
2025
Q2 		$601K Buy
24,653
+22,062
+851% +$488K ﹤0.01% 1509
2025
Q1 		$58K Buy
2,591
+1,106
+74% +$25.6K ﹤0.01% 2853
2024
Q4 		$36K Sell
1,485
-573
-28% -$16K ﹤0.01% 3027
2024
Q3 		$71K Buy
2,058
+1,524
+285% +$57.7K ﹤0.01% 2425
2024
Q2 		$22K Sell
534
-482
-47% -$20.7K ﹤0.01% 3050
2024
Q1 		$39K Buy
1,016
+150
+17% +$5.78K ﹤0.01% 2462
2023
Q4 		$38K Sell
866
-547
-39% -$20.3K ﹤0.01% 2342
2023
Q3 		$41K Buy
1,413
+547
+63% +$14.7K ﹤0.01% 2187
2023
Q2 		$22K Buy
866
+684
+376% +$15.5K ﹤0.01% 2581
2023
Q1 		$4K Buy
182
+62
+52% +$1.26K ﹤0.01% 3397
2022
Q4 		$2K Buy
120
+14
+13% +$251 ﹤0.01% 3583
2022
Q3 		$1K Buy
+106
New +$1.59K ﹤0.01% 3689
2022
Q1 		– Sell
-419
Closed -$5K – 3719
2021
Q4 		$5K Buy
+419
New +$5.3K ﹤0.01% 2737

Other funds holding LPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LPG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Dorian LPG (LPG) stake by 13% in Q1 2026, buying an estimated $84.8K and bringing the position to 23,190 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Carson Wealth (CWM LLC) first reported a position in LPG in Q4 2021 and has held it in 16 quarters since. The position peaked at $854K in Q3 2025. 254 funds tracked by Wall St. Rank hold LPG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,190 shares of Dorian LPG worth $793K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,677 Dorian LPG shares in Q1 2026, an estimated $84.8K.
  • Dorian LPG made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1691 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dorian LPG in Q4 2021 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Dorian LPG position peaked at $854K in Q3 2025.
  • 254 funds tracked by Wall St. Rank held Dorian LPG as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.