SWP
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SIMA Wealth Partners’s Suburban Propane Partners SPH Stock Holding History

SIMA Wealth Partners’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
2025
Q3 		– Sell
-325
Closed -$6.02K – 176
2025
Q2 		$6.02K Hold
325
– – ﹤0.01% 134
2025
Q1 		$6.83K Buy
+325
New +$6.62K 0.01% 155

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
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
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

SIMA Wealth Partners's SPH Position: Q3 2025 in Review

SIMA Wealth Partners sold out of Suburban Propane Partners (SPH) in Q3 2025, closing a stake of 325 shares — an estimated $6.02K sold.

SIMA Wealth Partners first reported a position in SPH in Q1 2025 and held it in 2 quarters. The position peaked at $6.83K in Q1 2025. 141 funds tracked by Wall St. Rank hold SPH as of Q3 2025.

  • SIMA Wealth Partners reported no remaining Suburban Propane Partners position as of Q3 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 325 Suburban Propane Partners shares in Q3 2025, an estimated $6.02K.
  • SIMA Wealth Partners first reported a position in Suburban Propane Partners in Q1 2025 and held it in 2 quarters.
  • SIMA Wealth Partners's Suburban Propane Partners position peaked at $6.83K in Q1 2025.
  • 141 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2025.

Based on SIMA Wealth Partners's 13F filing for Q3 2025, filed 28 May 2026.