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EverSource Wealth Advisors’s BW LPG BWLP Stock Holding History

EverSource Wealth Advisors’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
2026
Q1 		$816 Buy
47
+14
+42% +$221 ﹤0.01% 3924
2025
Q4 		$432 Buy
+33
New +$422 ﹤0.01% 3905

Other funds holding BWLP

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

EverSource Wealth Advisors's BWLP Position: Q1 2026 in Review

EverSource Wealth Advisors increased its BW LPG (BWLP) stake by 42% in Q1 2026, buying an estimated $221 and bringing the position to 47 shares worth $816. The position accounts for ﹤0.01% of the portfolio, ranked #3924.

EverSource Wealth Advisors first reported a position in BWLP in Q4 2025 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold BWLP as of Q1 2026.

  • EverSource Wealth Advisors held 47 shares of BW LPG worth $816 as of Q1 2026.
  • EverSource Wealth Advisors bought 14 BW LPG shares in Q1 2026, an estimated $221.
  • BW LPG made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3924 holding.
  • EverSource Wealth Advisors first reported a position in BW LPG in Q4 2025 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held BW LPG as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.