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

Evercore 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	$777K	Hold	45,438	–	–	0.01%	246
2026 Q1	$895K	Hold	45,438	–	–	0.01%	228
2025 Q4	$842K	Hold	45,438	–	–	0.01%	231
2025 Q3	$847K	Hold	45,438	–	–	0.01%	232
2025 Q2	$842K	Hold	45,438	–	–	0.01%	225
2025 Q1	$955K	Hold	45,438	–	–	0.02%	222
2024 Q4	$782K	Hold	45,438	–	–	0.01%	231
2024 Q3	$815K	Hold	45,438	–	–	0.01%	233
2024 Q2	$863K	Hold	45,438	–	–	0.01%	226
2024 Q1	$928K	Hold	45,438	–	–	0.01%	221
2023 Q4	$807K	Hold	45,438	–	–	0.01%	234
2023 Q3	$729K	Hold	45,438	–	–	0.01%	234
2023 Q2	$672K	Hold	45,438	–	–	0.01%	245
2023 Q1	$696K	Buy	+45,438	New	+$703K	0.01%	239
2018 Q1	–	Sell	-7,200	Closed	-$174K	–	727
2017 Q4	$174K	Hold	7,200	–	–	0.01%	383
2017 Q3	$188K	Hold	7,200	–	–	0.01%	371
2017 Q2	$171K	Hold	7,200	–	–	0.01%	383
2017 Q1	$194K	Hold	7,200	–	–	0.01%	367
2016 Q4	$216K	Hold	7,200	–	–	0.01%	352
2016 Q3	$240K	Hold	7,200	–	–	0.01%	340
2016 Q2	$240K	Hold	7,200	–	–	0.01%	329
2016 Q1	$215K	Hold	7,200	–	–	0.01%	344
2015 Q4	$175K	Hold	7,200	–	–	0.01%	391
2015 Q3	$236K	Sell	7,200 -165	-2%	-$6.08K	0.01%	360
2015 Q2	$294K	Hold	7,365	–	–	0.01%	359
2015 Q1	$317K	Buy	7,365 +165	+2%	+$7.3K	0.01%	340
2014 Q4	$311K	Hold	7,200	–	–	0.02%	307
2014 Q3	$320K	Sell	7,200 -10,000	-58%	-$446K	0.02%	329
2014 Q2	$791K	Buy	17,200 +16,000	+1,333%	+$719K	0.04%	213
2014 Q1	$50K	Hold	1,200	–	–	﹤0.01%	598
2013 Q4	$56K	Hold	1,200	–	–	﹤0.01%	548
2013 Q3	$56K	Hold	1,200	–	–	﹤0.01%	561
2013 Q2	$56K	Buy	+1,200	New	+$56.7K	﹤0.01%	550

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Evercore Wealth Management held its Suburban Propane Partners (SPH) position steady in Q2 2026 at 45,438 shares worth $777K. The position accounts for 0.01% of the portfolio, ranked #246.

Evercore Wealth Management first reported a position in SPH in Q2 2013 and has held it in 33 quarters since. The position peaked at $955K in Q1 2025. 144 funds tracked by Wall St. Rank hold SPH as of Q2 2026.

Evercore Wealth Management held 45,438 shares of Suburban Propane Partners worth $777K as of Q2 2026.
Evercore Wealth Management left its Suburban Propane Partners share count unchanged in Q2 2026.
Suburban Propane Partners made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #246 holding.
Evercore Wealth Management first reported a position in Suburban Propane Partners in Q2 2013 and has held it in 33 quarters since.
Evercore Wealth Management's Suburban Propane Partners position peaked at $955K in Q1 2025.
144 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.