Root Financial Partners’s BW LPG BWLP Stock Holding History

Root Financial Partners’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 Q2	–	Sell	-5	Closed	-$87	–	3306
2026 Q1	$87	Buy	+5	New	+$79	﹤0.01%	3304

Other funds holding BWLP

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

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

Root Financial Partners's BWLP Position: Q2 2026 in Review

Root Financial Partners sold out of BW LPG (BWLP) in Q2 2026, closing a stake of 5 shares — an estimated $87 sold.

Root Financial Partners first reported a position in BWLP in Q1 2026 and held it in 1 quarter. The position peaked at $87 in Q1 2026. 104 funds tracked by Wall St. Rank hold BWLP as of Q2 2026.

Root Financial Partners reported no remaining BW LPG position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 5 BW LPG shares in Q2 2026, an estimated $87.
Root Financial Partners first reported a position in BW LPG in Q1 2026 and held it in 1 quarter.
Root Financial Partners's BW LPG position peaked at $87 in Q1 2026.
104 funds tracked by Wall St. Rank held BW LPG as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.