UBS Group’s Suburban Propane Partners SPH Stock Holding History

UBS 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
2017 Q4	–	Sell	-530,600	Closed	-$13.8M	–	8078
2017 Q3	$13.8M	Buy	530,600 +164,400	+45%	+$4.02M	0.01%	1364
2017 Q2	$8.71M	Buy	366,200 +20,300	+6%	+$501K	﹤0.01%	1655
2017 Q1	$9.32M	Buy	+345,900	New	+$9.8M	0.01%	1568
2016 Q4	–	Sell	-145,000	Closed	-$4.83M	–	8019
2016 Q3	$4.83M	Sell	145,000 -300	-0.2%	-$10.1K	﹤0.01%	2053
2016 Q2	$4.85M	Sell	145,300 -217,100	-60%	-$6.9M	﹤0.01%	1970
2016 Q1	$10.8M	Sell	362,400 -19,800	-5%	-$521K	0.01%	1279
2015 Q4	$9.29M	Buy	382,200 +145,800	+62%	+$4.46M	0.01%	1453
2015 Q3	$7.77M	Buy	+236,400	New	+$8.7M	0.01%	1577

Other funds holding SPH

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.43B AUM 31.44% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group's SPH Position: Q3 2026 in Review

UBS Group reduced its Suburban Propane Partners (SPH) stake by 24% in Q3 2026, selling an estimated $2.22M and leaving 388,541 shares worth $6.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3850.

UBS Group first reported a position in SPH in Q4 2014 and has held it in 48 quarters since. The position peaked at $22.9M in Q2 2021. 81 funds tracked by Wall St. Rank hold SPH as of Q3 2026.

UBS Group held 388,541 shares of Suburban Propane Partners worth $6.39M as of Q3 2026.
UBS Group sold 125,649 Suburban Propane Partners shares in Q3 2026, an estimated $2.22M.
Suburban Propane Partners made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #3850 holding.
UBS Group first reported a position in Suburban Propane Partners in Q4 2014 and has held it in 48 quarters since.
UBS Group's Suburban Propane Partners position peaked at $22.9M in Q2 2021.
81 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.