U.S. Global Investors (USGI)’s BW LPG BWLP Stock Holding History

U.S. Global Investors (USGI)’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	$591K	Sell	33,953 -15,755	-32%	-$308K	0.06%	93
2026 Q1	$880K	Buy	49,708 +32,659	+192%	+$516K	0.1%	80
2025 Q4	$223K	Buy	+17,049	New	+$218K	0.02%	111
2024 Q4	–	Sell	-23,651	Closed	-$337K	–	146
2024 Q3	$337K	Buy	+23,651	New	+$370K	0.03%	96

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

U.S. Global Investors (USGI)'s BWLP Position: Q2 2026 in Review

U.S. Global Investors (USGI) reduced its BW LPG (BWLP) stake by 32% in Q2 2026, selling an estimated $308K and leaving 33,953 shares worth $591K. The position accounts for 0.06% of the portfolio, ranked #93.

U.S. Global Investors (USGI) first reported a position in BWLP in Q3 2024 and has held it in 4 quarters since. The position peaked at $880K in Q1 2026. 104 funds tracked by Wall St. Rank hold BWLP as of Q2 2026.

U.S. Global Investors (USGI) held 33,953 shares of BW LPG worth $591K as of Q2 2026.
U.S. Global Investors (USGI) sold 15,755 BW LPG shares in Q2 2026, an estimated $308K.
BW LPG made up 0.06% of U.S. Global Investors (USGI)'s portfolio in Q2 2026, its #93 holding.
U.S. Global Investors (USGI) first reported a position in BW LPG in Q3 2024 and has held it in 4 quarters since.
U.S. Global Investors (USGI)'s BW LPG position peaked at $880K in Q1 2026.
104 funds tracked by Wall St. Rank held BW LPG as of Q2 2026.

Based on U.S. Global Investors (USGI)'s 13F filing for Q2 2026, filed 27 Jul 2026.