Secure Asset Management’s Suburban Propane Partners SPH Stock Holding History

Secure Asset 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	$230K	Sell	13,427 -868	-6%	-$16.6K	0.03%	295
2026 Q1	$281K	Buy	14,295 +235	+2%	+$4.69K	0.04%	256
2025 Q4	$261K	Buy	14,060 +1,828	+15%	+$34.3K	0.04%	286
2025 Q3	$225K	Buy	+12,232	New	+$226K	0.04%	285
2025 Q2	–	Sell	-9,780	Closed	-$205K	–	357
2025 Q1	$205K	Buy	+9,780	New	+$199K	0.04%	296

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

Secure Asset Management's SPH Position: Q2 2026 in Review

Secure Asset Management reduced its Suburban Propane Partners (SPH) stake by 6.1% in Q2 2026, selling an estimated $16.6K and leaving 13,427 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #295.

Secure Asset Management first reported a position in SPH in Q1 2025 and has held it in 5 quarters since. The position peaked at $281K in Q1 2026. 144 funds tracked by Wall St. Rank hold SPH as of Q2 2026.

Secure Asset Management held 13,427 shares of Suburban Propane Partners worth $230K as of Q2 2026.
Secure Asset Management sold 868 Suburban Propane Partners shares in Q2 2026, an estimated $16.6K.
Suburban Propane Partners made up 0.03% of Secure Asset Management's portfolio in Q2 2026, its #295 holding.
Secure Asset Management first reported a position in Suburban Propane Partners in Q1 2025 and has held it in 5 quarters since.
Secure Asset Management's Suburban Propane Partners position peaked at $281K in Q1 2026.
144 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.