Safeguard Investment Advisory Group’s Suburban Propane Partners SPH Stock Holding History

Safeguard Investment Advisory Group’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	–	Sell	-10,158	Closed	-$200K	–	182
2026 Q1	$200K	Buy	10,158 +99	+1%	+$1.98K	0.06%	137
2025 Q4	$187K	Buy	+10,059	New	+$189K	0.05%	144
2025 Q3	–	Sell	-10,890	Closed	-$202K	–	157
2025 Q2	$202K	Buy	10,890 +1,094	+11%	+$21.3K	0.05%	138
2025 Q1	$206K	Buy	+9,796	New	+$200K	0.06%	132
2021 Q1	–	Sell	-1,413	Closed	-$20K	–	617
2020 Q4	$20K	Buy	+1,413	New	+$22.7K	0.02%	310

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 $39B AUM 18.55% 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

Safeguard Investment Advisory Group's SPH Position: Q2 2026 in Review

Safeguard Investment Advisory Group sold out of Suburban Propane Partners (SPH) in Q2 2026, closing a stake of 10,158 shares — an estimated $200K sold.

Safeguard Investment Advisory Group first reported a position in SPH in Q4 2020 and held it in 5 quarters. The position peaked at $206K in Q1 2025. 143 funds tracked by Wall St. Rank hold SPH as of Q2 2026.

Safeguard Investment Advisory Group reported no remaining Suburban Propane Partners position as of Q2 2026 after selling out during the quarter.
Safeguard Investment Advisory Group sold 10,158 Suburban Propane Partners shares in Q2 2026, an estimated $200K.
Safeguard Investment Advisory Group first reported a position in Suburban Propane Partners in Q4 2020 and held it in 5 quarters.
Safeguard Investment Advisory Group's Suburban Propane Partners position peaked at $206K in Q1 2025.
143 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.