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Advocate Investing Services’s Suburban Propane Partners SPH Stock Holding History

Advocate Investing Services’s Portfolio SPH Stock Details SPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$94K Sell
5,500
-41,260
-88% -$789K 0.07% 129
2026
Q1 		$921K Buy
46,760
+329
+0.7% +$6.56K 0.78% 31
2025
Q4 		$861K Buy
+46,431
New +$871K 0.77% 32

Other funds holding SPH

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Advocate Investing Services's SPH Position: Q2 2026 in Review

Advocate Investing Services reduced its Suburban Propane Partners (SPH) stake by 88% in Q2 2026, selling an estimated $789K and leaving 5,500 shares worth $94K. The position accounts for 0.07% of the portfolio, ranked #129.

Advocate Investing Services first reported a position in SPH in Q4 2025 and has held it in 3 quarters since. The position peaked at $921K in Q1 2026. 144 funds tracked by Wall St. Rank hold SPH as of Q2 2026.

  • Advocate Investing Services held 5,500 shares of Suburban Propane Partners worth $94K as of Q2 2026.
  • Advocate Investing Services sold 41,260 Suburban Propane Partners shares in Q2 2026, an estimated $789K.
  • Suburban Propane Partners made up 0.07% of Advocate Investing Services's portfolio in Q2 2026, its #129 holding.
  • Advocate Investing Services first reported a position in Suburban Propane Partners in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Suburban Propane Partners position peaked at $921K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.