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True Wealth Design’s BW LPG BWLP Stock Holding History

True Wealth Design’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 		$332 Hold
19
– – ﹤0.01% 2326
2026
Q1 		$331 Sell
19
-3
-14% -$47 ﹤0.01% 2194
2025
Q4 		$289 Sell
22
-7
-24% -$89 ﹤0.01% 2134
2025
Q3 		$415 Buy
29
+19
+190% +$275 ﹤0.01% 2065
2025
Q2 		$119 Sell
10
-4
-29% -$43 ﹤0.01% 2197
2025
Q1 		$153 Sell
14
-3
-18% -$36 ﹤0.01% 2057
2024
Q4 		$194 Buy
17
+10
+143% +$129 ﹤0.01% 1229
2024
Q3 		$101 Buy
+7
New +$110 ﹤0.01% 1228

Other funds holding BWLP

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

True Wealth Design's BWLP Position: Q2 2026 in Review

True Wealth Design held its BW LPG (BWLP) position steady in Q2 2026 at 19 shares worth $332. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

True Wealth Design first reported a position in BWLP in Q3 2024 and has held it in 8 quarters since. The position peaked at $415 in Q3 2025. 104 funds tracked by Wall St. Rank hold BWLP as of Q2 2026.

  • True Wealth Design held 19 shares of BW LPG worth $332 as of Q2 2026.
  • True Wealth Design left its BW LPG share count unchanged in Q2 2026.
  • BW LPG made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2326 holding.
  • True Wealth Design first reported a position in BW LPG in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's BW LPG position peaked at $415 in Q3 2025.
  • 104 funds tracked by Wall St. Rank held BW LPG as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.