Strategic Wealth Partners’s United States Lime & Minerals USLM Stock Holding History

Strategic Wealth Partners’s Portfolio USLM Stock Details USLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.61K	Buy	+20	New	+$2.4K	﹤0.01%	1140

Other funds holding USLM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Wealth Partners's USLM Position: Q1 2026 in Review

Strategic Wealth Partners opened a new position in United States Lime & Minerals (USLM) in Q1 2026: 20 shares worth $2.61K. The stake represents ﹤0.01% of the portfolio and ranks #1140 among its holdings.

237 funds tracked by Wall St. Rank hold USLM as of Q1 2026.

Strategic Wealth Partners held 20 shares of United States Lime & Minerals worth $2.61K as of Q1 2026.
United States Lime & Minerals was a new Strategic Wealth Partners position in Q1 2026.
United States Lime & Minerals made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1140 holding.
237 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.