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Moneta Group Investment Advisors’s Suburban Propane Partners SPH Stock Holding History

Moneta Group Investment Advisors’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 		$1.11M Hold
64,972
– – 0.01% 378
2026
Q1 		$1.28M Sell
64,972
-694
-1% -$13.8K 0.01% 329
2025
Q4 		$1.22M Buy
65,666
+2,158
+3% +$40.5K 0.01% 328
2025
Q3 		$1.18M Hold
63,508
– – 0.01% 322
2025
Q2 		$1.18M Buy
63,508
+694
+1% +$13.5K 0.01% 286
2025
Q1 		$1.32M Sell
62,814
-297
-0.5% -$6.05K 0.02% 255
2024
Q4 		$1.09M Buy
63,111
+297
+0.5% +$5.46K 0.02% 274
2024
Q3 		$1.13M Sell
62,814
-635
-1% -$11.4K 0.02% 267
2024
Q2 		$1.2M Hold
63,449
– – 0.02% 247
2024
Q1 		$1.3M Hold
63,449
– – 0.02% 233
2023
Q4 		$1.13M Sell
63,449
-756
-1% -$12.9K 0.02% 225
2023
Q3 		$1.03M Hold
64,205
– – 0.02% 219
2023
Q2 		$950K Hold
64,205
– – 0.02% 230
2023
Q1 		$984K Buy
64,205
+2,441
+4% +$37.8K 0.02% 213
2022
Q4 		$975K Sell
61,764
-2,422
-4% -$38.8K 0.03% 209
2022
Q3 		$966K Sell
64,186
-1,279
-2% -$20.7K 0.04% 193
2022
Q2 		$999K Buy
65,465
+2,732
+4% +$45.2K 0.03% 207
2022
Q1 		$1.01M Buy
62,733
+3
+0% +$45 0.04% 203
2021
Q4 		$919K Sell
62,730
-6
-0% -$91 0.04% 222
2021
Q3 		$963K Sell
62,736
-41
-0.1% -$634 0.04% 198
2021
Q2 		$963K Sell
62,777
-111
-0.2% -$1.66K 0.04% 201
2021
Q1 		$932K Buy
62,888
+506
+0.8% +$7.66K 0.05% 187
2020
Q4 		$927K Buy
62,382
+38,733
+164% +$623K 0.07% 151
2020
Q3 		$385K Buy
+23,649
New +$324K 0.03% 195

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

Moneta Group Investment Advisors's SPH Position: Q2 2026 in Review

Moneta Group Investment Advisors held its Suburban Propane Partners (SPH) position steady in Q2 2026 at 64,972 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #378.

Moneta Group Investment Advisors first reported a position in SPH in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.32M in Q1 2025. 144 funds tracked by Wall St. Rank hold SPH as of Q2 2026.

  • Moneta Group Investment Advisors held 64,972 shares of Suburban Propane Partners worth $1.11M as of Q2 2026.
  • Moneta Group Investment Advisors left its Suburban Propane Partners share count unchanged in Q2 2026.
  • Suburban Propane Partners made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #378 holding.
  • Moneta Group Investment Advisors first reported a position in Suburban Propane Partners in Q3 2020 and has held it in 24 quarters since.
  • Moneta Group Investment Advisors's Suburban Propane Partners position peaked at $1.32M in Q1 2025.
  • 144 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.