Clearstead Trust’s Dorian LPG LPG Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-26	Closed	-$775	–	1300
2025 Q3	$775	Hold	26	–	–	﹤0.01%	1287
2025 Q2	$634	Buy	+26	New	+$575	﹤0.01%	1280

Other funds holding LPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Trust's LPG Position: Q4 2025 in Review

Clearstead Trust sold out of Dorian LPG (LPG) in Q4 2025, closing a stake of 26 shares — an estimated $775 sold.

Clearstead Trust first reported a position in LPG in Q2 2025 and held it in 2 quarters. The position peaked at $775 in Q3 2025. 219 funds tracked by Wall St. Rank hold LPG as of Q4 2025.

Clearstead Trust reported no remaining Dorian LPG position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 26 Dorian LPG shares in Q4 2025, an estimated $775.
Clearstead Trust first reported a position in Dorian LPG in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Dorian LPG position peaked at $775 in Q3 2025.
219 funds tracked by Wall St. Rank held Dorian LPG as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.