Wood Tarver Financial Group’s Suburban Propane Partners SPH Stock Holding History

Wood Tarver Financial 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
2025 Q3	–	Sell	-7,000	Closed	-$129K	–	567
2025 Q2	$129K	Hold	7,000	–	–	0.04%	177
2025 Q1	$147K	Hold	7,000	–	–	0.05%	156
2024 Q4	$120K	Buy	+7,000	New	+$129K	0.04%	166

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wood Tarver Financial Group's SPH Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Suburban Propane Partners (SPH) in Q3 2025, closing a stake of 7,000 shares — an estimated $129K sold.

Wood Tarver Financial Group first reported a position in SPH in Q4 2024 and held it in 3 quarters. The position peaked at $147K in Q1 2025. 141 funds tracked by Wall St. Rank hold SPH as of Q3 2025.

Wood Tarver Financial Group reported no remaining Suburban Propane Partners position as of Q3 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 7,000 Suburban Propane Partners shares in Q3 2025, an estimated $129K.
Wood Tarver Financial Group first reported a position in Suburban Propane Partners in Q4 2024 and held it in 3 quarters.
Wood Tarver Financial Group's Suburban Propane Partners position peaked at $147K in Q1 2025.
141 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.