Corient Private Wealth
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Corient Private Wealth’s Suburban Propane Partners SPH Stock Holding History

Corient Private Wealth’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
2025
Q4 		– Sell
-14,368
Closed -$268K – 2828
2025
Q3 		$268K Sell
14,368
-220
-2% -$4.06K ﹤0.01% 2192
2025
Q2 		$270K Buy
14,588
+86
+0.6% +$1.67K ﹤0.01% 2052
2025
Q1 		$305K Sell
14,502
-114
-0.8% -$2.32K ﹤0.01% 1843
2024
Q4 		$251K Buy
+14,616
New +$269K ﹤0.01% 1990

Other funds holding SPH

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Corient Private Wealth's SPH Position: Q4 2025 in Review

Corient Private Wealth sold out of Suburban Propane Partners (SPH) in Q4 2025, closing a stake of 14,368 shares — an estimated $268K sold.

Corient Private Wealth first reported a position in SPH in Q4 2024 and held it in 4 quarters. The position peaked at $305K in Q1 2025. 155 funds tracked by Wall St. Rank hold SPH as of Q4 2025.

  • Corient Private Wealth reported no remaining Suburban Propane Partners position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 14,368 Suburban Propane Partners shares in Q4 2025, an estimated $268K.
  • Corient Private Wealth first reported a position in Suburban Propane Partners in Q4 2024 and held it in 4 quarters.
  • Corient Private Wealth's Suburban Propane Partners position peaked at $305K in Q1 2025.
  • 155 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.