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Pinnacle Wealth Planning Services’s Dorian LPG LPG Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$41.3K Buy
1,209
+43
+4% +$1.36K ﹤0.01% 1307
2025
Q4 		$28.4K Buy
+1,166
New +$30.6K ﹤0.01% 1547
2021
Q1 		– Sell
-536
Closed -$7K – 1252
2020
Q4 		$7K Buy
+536
New +$5.3K ﹤0.01% 1534

Other funds holding LPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Pinnacle Wealth Planning Services's LPG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Dorian LPG (LPG) stake by 3.7% in Q1 2026, buying an estimated $1.36K and bringing the position to 1,209 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Pinnacle Wealth Planning Services first reported a position in LPG in Q4 2020 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold LPG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,209 shares of Dorian LPG worth $41.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 43 Dorian LPG shares in Q1 2026, an estimated $1.36K.
  • Dorian LPG made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1307 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dorian LPG in Q4 2020 and has held it in 3 quarters since.
  • 254 funds tracked by Wall St. Rank held Dorian LPG as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.