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 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 21.71% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $845M AUM 15.34% 1-Year Est. Return

Safeguard Investment Advisory Group's SPH Position: Q1 2026 in Review

Safeguard Investment Advisory Group increased its Suburban Propane Partners (SPH) stake by 0.98% in Q1 2026, buying an estimated $1.98K and bringing the position to 10,158 shares worth $200K. The position accounts for 0.06% of the portfolio, ranked #137.

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

Safeguard Investment Advisory Group held 10,158 shares of Suburban Propane Partners worth $200K as of Q1 2026.
Safeguard Investment Advisory Group bought 99 Suburban Propane Partners shares in Q1 2026, an estimated $1.98K.
Suburban Propane Partners made up 0.06% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #137 holding.
Safeguard Investment Advisory Group first reported a position in Suburban Propane Partners in Q4 2020 and has held it in 5 quarters since.
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 Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.