EverSource Wealth Advisors’s Dorian LPG LPG Stock Holding History

EverSource Wealth Advisors’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 Q2	$32.2K	Sell	925 -129	-12%	-$5.08K	﹤0.01%	2089
2026 Q1	$36K	Buy	1,054 +119	+13%	+$3.77K	﹤0.01%	2125
2025 Q4	$22.8K	Sell	935 -386	-29%	-$10.1K	﹤0.01%	2299
2025 Q3	$39.4K	Sell	1,321 -331	-20%	-$9.94K	﹤0.01%	1882
2025 Q2	$40.3K	Buy	1,652 +1,340	+429%	+$29.7K	﹤0.01%	1765
2025 Q1	$6.97K	Sell	312 -14	-4%	-$324	﹤0.01%	2324
2024 Q4	$7.94K	Buy	326 +182	+126%	+$5.09K	﹤0.01%	2123
2024 Q3	$4.96K	Hold	144	–	–	﹤0.01%	2223
2024 Q2	$5.88K	Hold	144	–	–	﹤0.01%	2159
2024 Q1	$5.95K	Hold	144	–	–	﹤0.01%	1962
2023 Q4	$6.32K	Hold	144	–	–	﹤0.01%	1763
2023 Q3	$4.14K	Hold	144	–	–	﹤0.01%	1775
2023 Q2	$3.69K	Hold	144	–	–	﹤0.01%	1844
2023 Q1	$2.87K	Hold	144	–	–	﹤0.01%	1827
2022 Q4	$2.73K	Hold	144	–	–	﹤0.01%	1817
2022 Q3	$2K	Hold	144	–	–	﹤0.01%	1691
2022 Q2	$2K	Hold	144	–	–	﹤0.01%	1528
2022 Q1	$2K	Hold	144	–	–	﹤0.01%	1543
2021 Q4	$2K	Buy	+144	New	+$1.82K	﹤0.01%	1574

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 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

EverSource Wealth Advisors's LPG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dorian LPG (LPG) stake by 12% in Q2 2026, selling an estimated $5.08K and leaving 925 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

EverSource Wealth Advisors first reported a position in LPG in Q4 2021 and has held it in 19 quarters since. The position peaked at $40.3K in Q2 2025. 284 funds tracked by Wall St. Rank hold LPG as of Q2 2026.

EverSource Wealth Advisors held 925 shares of Dorian LPG worth $32.2K as of Q2 2026.
EverSource Wealth Advisors sold 129 Dorian LPG shares in Q2 2026, an estimated $5.08K.
Dorian LPG made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2089 holding.
EverSource Wealth Advisors first reported a position in Dorian LPG in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Dorian LPG position peaked at $40.3K in Q2 2025.
284 funds tracked by Wall St. Rank held Dorian LPG as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.