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SageView Advisory Group’s Suburban Propane Partners SPH Stock Holding History

SageView 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 		– Sell
-1,019
Closed -$18.9K – 2163
2025
Q4 		$18.9K Buy
+1,019
New +$19.1K ﹤0.01% 1478

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

SageView Advisory Group's SPH Position: Q1 2026 in Review

SageView Advisory Group sold out of Suburban Propane Partners (SPH) in Q1 2026, closing a stake of 1,019 shares — an estimated $18.9K sold.

SageView Advisory Group first reported a position in SPH in Q4 2025 and held it in 1 quarter. The position peaked at $18.9K in Q4 2025. 144 funds tracked by Wall St. Rank hold SPH as of Q1 2026.

  • SageView Advisory Group reported no remaining Suburban Propane Partners position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,019 Suburban Propane Partners shares in Q1 2026, an estimated $18.9K.
  • SageView Advisory Group first reported a position in Suburban Propane Partners in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Suburban Propane Partners position peaked at $18.9K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.