Steward Partners Investment Advisory’s Suburban Propane Partners SPH Stock Holding History

Steward Partners Investment Advisory’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	$128K	Sell	7,476 -93	-1%	-$1.78K	﹤0.01%	2467
2026 Q1	$149K	Buy	7,569 +394	+5%	+$7.86K	﹤0.01%	2166
2025 Q4	$133K	Buy	7,175 +757	+12%	+$14.2K	﹤0.01%	2135
2025 Q3	$120K	Sell	6,418 -593	-8%	-$10.9K	﹤0.01%	2120
2025 Q2	$130K	Sell	7,011 -60	-0.8%	-$1.17K	﹤0.01%	1961
2025 Q1	$149K	Buy	7,071 +1,536	+28%	+$31.3K	﹤0.01%	1794
2024 Q4	$95.2K	Hold	5,535	–	–	﹤0.01%	2010
2024 Q3	$99.3K	Buy	5,535 +600	+12%	+$10.8K	﹤0.01%	1878
2024 Q2	$93.7K	Hold	4,935	–	–	﹤0.01%	1811
2024 Q1	$101K	Sell	4,935 -3,712	-43%	-$72.6K	﹤0.01%	1761
2023 Q4	$154K	Sell	8,647 -4,428	-34%	-$75.5K	﹤0.01%	1486
2023 Q3	$210K	Buy	13,075 +876	+7%	+$12.9K	﹤0.01%	1262
2023 Q2	$181K	Buy	12,199 +183	+2%	+$2.77K	﹤0.01%	1332
2023 Q1	$184K	Sell	12,016 -920	-7%	-$14.2K	﹤0.01%	1329
2022 Q4	$196K	Buy	12,936 +588	+5%	+$9.41K	﹤0.01%	1241
2022 Q3	$186K	Sell	12,348 -894	-7%	-$14.4K	﹤0.01%	1232
2022 Q2	$202K	Buy	13,242 +971	+8%	+$16.1K	﹤0.01%	1202
2022 Q1	$198K	Buy	12,271 +1,613	+15%	+$24.4K	﹤0.01%	1299
2021 Q4	$156K	Buy	10,658 +2,361	+28%	+$35.7K	﹤0.01%	1414
2021 Q3	$127K	Hold	8,297	–	–	﹤0.01%	1453
2021 Q2	$127K	Sell	8,297 -3,724	-31%	-$55.8K	﹤0.01%	1931
2021 Q1	$178K	Buy	12,021 +2,724	+29%	+$41.2K	﹤0.01%	1354
2020 Q4	$138K	Sell	9,297 -940	-9%	-$15.1K	﹤0.01%	1228
2020 Q3	$167K	Sell	10,237 -256	-2%	-$3.51K	﹤0.01%	1012
2020 Q2	$150K	Buy	10,493 +2,680	+34%	+$38.4K	﹤0.01%	978
2020 Q1	$110K	Buy	7,813 +6,605	+547%	+$128K	﹤0.01%	967
2019 Q4	$26K	Sell	1,208 -34	-3%	-$780	﹤0.01%	1694
2019 Q3	$29K	Buy	1,242 +175	+16%	+$4.13K	﹤0.01%	1598
2019 Q2	$25K	Buy	+1,067	New	+$24.8K	﹤0.01%	1630
2018 Q4	–	Sell	-1,792	Closed	-$42K	–	1957
2018 Q3	$42K	Sell	1,792 -1,668	-48%	-$39K	﹤0.01%	1274
2018 Q2	$81K	Buy	3,460 +2,125	+159%	+$48.9K	﹤0.01%	919
2018 Q1	$29K	Buy	+1,335	New	+$32.6K	﹤0.01%	1202

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

Steward Partners Investment Advisory's SPH Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Suburban Propane Partners (SPH) stake by 1.2% in Q2 2026, selling an estimated $1.78K and leaving 7,476 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #2467.

Steward Partners Investment Advisory first reported a position in SPH in Q1 2018 and has held it in 32 quarters since. The position peaked at $210K in Q3 2023. 144 funds tracked by Wall St. Rank hold SPH as of Q2 2026.

Steward Partners Investment Advisory held 7,476 shares of Suburban Propane Partners worth $128K as of Q2 2026.
Steward Partners Investment Advisory sold 93 Suburban Propane Partners shares in Q2 2026, an estimated $1.78K.
Suburban Propane Partners made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2467 holding.
Steward Partners Investment Advisory first reported a position in Suburban Propane Partners in Q1 2018 and has held it in 32 quarters since.
Steward Partners Investment Advisory's Suburban Propane Partners position peaked at $210K in Q3 2023.
144 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.