WANY
SPH icon

Wealthspire Advisors (New York)’s Suburban Propane Partners SPH Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-1,831
Closed -$34.1K – 2624
2025
Q3 		$34.1K Buy
+1,831
New +$33.8K ﹤0.01% 1392

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 $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s SPH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Suburban Propane Partners (SPH) in Q4 2025, closing a stake of 1,831 shares — an estimated $34.1K sold.

Wealthspire Advisors (New York) first reported a position in SPH in Q3 2025 and held it in 1 quarter. The position peaked at $34.1K in Q3 2025. 155 funds tracked by Wall St. Rank hold SPH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Suburban Propane Partners position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,831 Suburban Propane Partners shares in Q4 2025, an estimated $34.1K.
  • Wealthspire Advisors (New York) first reported a position in Suburban Propane Partners in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Suburban Propane Partners position peaked at $34.1K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.