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AE Wealth Management’s Suburban Propane Partners SPH Stock Holding History

AE Wealth Management’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 		$262K Sell
15,337
-193
-1% -$3.69K ﹤0.01% 1553
2026
Q1 		$306K Buy
+15,530
New +$310K ﹤0.01% 1367
2022
Q3 		– Sell
-10,220
Closed -$156K – 1866
2022
Q2 		$156K Buy
+10,220
New +$169K ﹤0.01% 1617

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

AE Wealth Management's SPH Position: Q2 2026 in Review

AE Wealth Management reduced its Suburban Propane Partners (SPH) stake by 1.2% in Q2 2026, selling an estimated $3.69K and leaving 15,337 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

AE Wealth Management first reported a position in SPH in Q2 2022 and has held it in 3 quarters since. The position peaked at $306K in Q1 2026. 144 funds tracked by Wall St. Rank hold SPH as of Q2 2026.

  • AE Wealth Management held 15,337 shares of Suburban Propane Partners worth $262K as of Q2 2026.
  • AE Wealth Management sold 193 Suburban Propane Partners shares in Q2 2026, an estimated $3.69K.
  • Suburban Propane Partners made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1553 holding.
  • AE Wealth Management first reported a position in Suburban Propane Partners in Q2 2022 and has held it in 3 quarters since.
  • AE Wealth Management's Suburban Propane Partners position peaked at $306K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.