Concord Wealth Partners’s Suburban Propane Partners SPH Stock Holding History

Concord Wealth Partners’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	–	Sell	-233	Closed	-$4.32K	–	701
2025 Q4	$4.32K	Hold	233	–	–	﹤0.01%	642
2025 Q3	$4.34K	Hold	233	–	–	﹤0.01%	644
2025 Q2	$4.32K	Hold	233	–	–	﹤0.01%	649
2025 Q1	$4.89K	Hold	233	–	–	﹤0.01%	588
2024 Q4	$4.01K	Hold	233	–	–	﹤0.01%	632
2024 Q3	$4.18K	Hold	233	–	–	﹤0.01%	664
2024 Q2	$4.42K	Hold	233	–	–	﹤0.01%	583
2024 Q1	$4.76K	Hold	233	–	–	﹤0.01%	660
2023 Q4	$4.14K	Hold	233	–	–	﹤0.01%	659
2023 Q3	$3.74K	Hold	233	–	–	﹤0.01%	768
2023 Q2	$3.45K	Hold	233	–	–	﹤0.01%	780
2023 Q1	$3.57K	Hold	233	–	–	﹤0.01%	726
2022 Q4	$3.54K	Buy	+233	New	+$3.73K	﹤0.01%	834
2022 Q3	–	Sell	-233	Closed	-$4K	–	999
2022 Q2	$4K	Hold	233	–	–	﹤0.01%	893
2022 Q1	$4K	Hold	233	–	–	﹤0.01%	984
2021 Q4	$3K	Hold	233	–	–	﹤0.01%	1076
2021 Q3	$4K	Hold	233	–	–	﹤0.01%	649
2021 Q2	$4K	Hold	233	–	–	﹤0.01%	784
2021 Q1	$3K	Hold	233	–	–	﹤0.01%	776
2020 Q4	$3K	Buy	+233	New	+$3.75K	﹤0.01%	497

Other funds holding SPH

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Concord Wealth Partners's SPH Position: Q1 2026 in Review

Concord Wealth Partners sold out of Suburban Propane Partners (SPH) in Q1 2026, closing a stake of 233 shares — an estimated $4.32K sold.

Concord Wealth Partners first reported a position in SPH in Q4 2020 and held it in 20 quarters. The position peaked at $4.89K in Q1 2025. 144 funds tracked by Wall St. Rank hold SPH as of Q1 2026.

Concord Wealth Partners reported no remaining Suburban Propane Partners position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 233 Suburban Propane Partners shares in Q1 2026, an estimated $4.32K.
Concord Wealth Partners first reported a position in Suburban Propane Partners in Q4 2020 and held it in 20 quarters.
Concord Wealth Partners's Suburban Propane Partners position peaked at $4.89K in Q1 2025.
144 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.