Garton & Associates Financial Advisors’s USD PARTNERS LP USDP Stock Holding History

Garton & Associates Financial Advisors’s Portfolio USDP Stock Details USDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-201	Closed	-$1	–	742
2025 Q4	$1	Buy	+201	New	+$1	﹤0.01%	1173

Other funds holding USDP

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Garton & Associates Financial Advisors's USDP Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of USD PARTNERS LP (USDP) in Q1 2026, closing a stake of 201 shares — an estimated $1 sold.

Garton & Associates Financial Advisors first reported a position in USDP in Q4 2025 and held it in 1 quarter. The position peaked at $1 in Q4 2025. 2 funds tracked by Wall St. Rank hold USDP as of Q1 2026.

Garton & Associates Financial Advisors reported no remaining USD PARTNERS LP position as of Q1 2026 after selling out during the quarter.
Garton & Associates Financial Advisors sold 201 USD PARTNERS LP shares in Q1 2026, an estimated $1.
Garton & Associates Financial Advisors first reported a position in USD PARTNERS LP in Q4 2025 and held it in 1 quarter.
Garton & Associates Financial Advisors's USD PARTNERS LP position peaked at $1 in Q4 2025.
2 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.