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Shrier Wealth Management’s Suburban Propane Partners SPH Stock Holding History

Shrier Wealth 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 		$528K Buy
30,862
+295
+1% +$5.64K 0.18% 93
2026
Q1 		$602K Buy
30,567
+5,050
+20% +$101K 0.22% 81
2025
Q4 		$473K Buy
+25,517
New +$478K 0.19% 87

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

Shrier Wealth Management's SPH Position: Q2 2026 in Review

Shrier Wealth Management increased its Suburban Propane Partners (SPH) stake by 0.97% in Q2 2026, buying an estimated $5.64K and bringing the position to 30,862 shares worth $528K. The position accounts for 0.18% of the portfolio, ranked #93.

Shrier Wealth Management first reported a position in SPH in Q4 2025 and has held it in 3 quarters since. The position peaked at $602K in Q1 2026. 144 funds tracked by Wall St. Rank hold SPH as of Q2 2026.

  • Shrier Wealth Management held 30,862 shares of Suburban Propane Partners worth $528K as of Q2 2026.
  • Shrier Wealth Management bought 295 Suburban Propane Partners shares in Q2 2026, an estimated $5.64K.
  • Suburban Propane Partners made up 0.18% of Shrier Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Shrier Wealth Management first reported a position in Suburban Propane Partners in Q4 2025 and has held it in 3 quarters since.
  • Shrier Wealth Management's Suburban Propane Partners position peaked at $602K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2026.

Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.