Congress Wealth Management’s BW LPG BWLP Stock Holding History

Congress Wealth Management’s Portfolio BWLP Stock Details BWLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$442K	Buy	37,400 +2,600	+7%	+$27.6K	﹤0.01%	960
2025 Q1	$391K	Buy	+34,800	New	+$414K	﹤0.01%	881

Other funds holding BWLP

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Congress Wealth Management's BWLP Position: Q2 2025 in Review

Congress Wealth Management increased its BW LPG (BWLP) stake by 7.5% in Q2 2025, buying an estimated $27.6K and bringing the position to 37,400 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Congress Wealth Management first reported a position in BWLP in Q1 2025 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold BWLP as of Q2 2025.

Congress Wealth Management held 37,400 shares of BW LPG worth $442K as of Q2 2025.
Congress Wealth Management bought 2,600 BW LPG shares in Q2 2025, an estimated $27.6K.
BW LPG made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #960 holding.
Congress Wealth Management first reported a position in BW LPG in Q1 2025 and has held it in 2 quarters since.
68 funds tracked by Wall St. Rank held BW LPG as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.