Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Suburban Propane Partners SPH Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$55.6K Buy
2,822
+1,562
+124% +$31.2K ﹤0.01% 3738
2025
Q4 		$23K Buy
1,260
+750
+147% +$14.1K ﹤0.01% 4098
2025
Q3 		$10K Hold
510
– – ﹤0.01% 4493
2025
Q2 		$9K Hold
510
– – ﹤0.01% 4371
2025
Q1 		$11K Sell
510
-1,000
-66% -$20.4K ﹤0.01% 4074
2024
Q4 		$26K Buy
1,510
+200
+15% +$3.68K ﹤0.01% 3265
2024
Q3 		$24K Sell
1,310
-834
-39% -$15K ﹤0.01% 3249
2024
Q2 		$41K Buy
2,144
+734
+52% +$14.4K ﹤0.01% 2608
2024
Q1 		$29K Hold
1,410
– – ﹤0.01% 2661
2023
Q4 		$25K Sell
1,410
-655
-32% -$11.2K ﹤0.01% 2638
2023
Q3 		$33K Hold
2,065
– – ﹤0.01% 2351
2023
Q2 		$31K Buy
2,065
+775
+60% +$11.7K ﹤0.01% 2352
2023
Q1 		$20K Hold
1,290
– – ﹤0.01% 2527
2022
Q4 		$20K Buy
1,290
+1,000
+345% +$16K ﹤0.01% 2384
2022
Q3 		$4K Buy
290
+100
+53% +$1.62K ﹤0.01% 3216
2022
Q2 		$3K Buy
+190
New +$3.14K ﹤0.01% 3238

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SPH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Suburban Propane Partners (SPH) stake by 124% in Q1 2026, buying an estimated $31.2K and bringing the position to 2,822 shares worth $55.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3738.

Carson Wealth (CWM LLC) first reported a position in SPH in Q2 2022 and has held it in 16 quarters since. 144 funds tracked by Wall St. Rank hold SPH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,822 shares of Suburban Propane Partners worth $55.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,562 Suburban Propane Partners shares in Q1 2026, an estimated $31.2K.
  • Suburban Propane Partners made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3738 holding.
  • Carson Wealth (CWM LLC) first reported a position in Suburban Propane Partners in Q2 2022 and has held it in 16 quarters since.
  • 144 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.