Ameriprise
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Ameriprise’s Star Group SGU Stock Holding History

Ameriprise’s Portfolio SGU Stock Details SGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$146K Hold
11,347
– – ﹤0.01% 3993
2026
Q1 		$139K Sell
11,347
-5
-0% -$63 ﹤0.01% 3932
2025
Q4 		$134K Sell
11,352
-24
-0.2% -$284 ﹤0.01% 3974
2025
Q3 		$135K Hold
11,376
– – ﹤0.01% 3949
2025
Q2 		$133K Sell
11,376
-26
-0.2% -$320 ﹤0.01% 3858
2025
Q1 		$150K Buy
+11,402
New +$143K ﹤0.01% 3828
2024
Q2 		– Sell
-10,500
Closed -$105K – 3931
2024
Q1 		$105K Hold
10,500
– – ﹤0.01% 3778
2023
Q4 		$121K Hold
10,500
– – ﹤0.01% 3794
2023
Q3 		$126K Hold
10,500
– – ﹤0.01% 3766
2023
Q2 		$143K Sell
10,500
-3,495
-25% -$47.9K ﹤0.01% 3776
2023
Q1 		$182K Hold
13,995
– – ﹤0.01% 3751
2022
Q4 		$169K Hold
13,995
– – ﹤0.01% 3736
2022
Q3 		$114K Hold
13,995
– – ﹤0.01% 3808
2022
Q2 		$128K Sell
13,995
-4
-0% -$41 ﹤0.01% 3745
2022
Q1 		$155K Buy
13,999
+1,199
+9% +$12.5K ﹤0.01% 3797
2021
Q4 		$138K Hold
12,800
– – ﹤0.01% 3837
2021
Q3 		$130K Sell
12,800
-42,400
-77% -$459K ﹤0.01% 3759
2021
Q2 		$618K Hold
55,200
– – ﹤0.01% 3380
2021
Q1 		$585K Hold
55,200
– – ﹤0.01% 3341
2020
Q4 		$519K Hold
55,200
– – ﹤0.01% 3331
2020
Q3 		$538K Sell
55,200
-15,900
-22% -$148K ﹤0.01% 3218
2020
Q2 		$623K Sell
71,100
-28,600
-29% -$226K ﹤0.01% 3117
2020
Q1 		$768K Buy
99,700
+11,400
+13% +$99.8K ﹤0.01% 2943
2019
Q4 		$835K Buy
88,300
+8,800
+11% +$82.6K ﹤0.01% 3134
2019
Q3 		$753K Hold
79,500
– – ﹤0.01% 3130
2019
Q2 		$794K Buy
79,500
+25,400
+47% +$247K ﹤0.01% 3144
2019
Q1 		$519K Buy
54,100
+42,900
+383% +$409K ﹤0.01% 3280
2018
Q4 		$105K Buy
+11,200
New +$108K ﹤0.01% 3529
2017
Q4 		– Sell
-11,117
Closed -$126K – 3728
2017
Q3 		$126K Buy
+11,117
New +$120K ﹤0.01% 3586
2014
Q4 		– Sell
-500
Closed -$3K – 4292
2014
Q3 		$3K Buy
+500
New +$3.02K ﹤0.01% 5304

Other funds holding SGU

HP
Hartree Partners New York $469M AUM 46.64% 1-Year Est. Return
BP
Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $126M AUM
OCP
Oakcliff Capital Partners New York $268M AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Ameriprise's SGU Position: Q2 2026 in Review

Ameriprise held its Star Group (SGU) position steady in Q2 2026 at 11,347 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #3993.

Ameriprise first reported a position in SGU in Q3 2014 and has held it in 30 quarters since. The position peaked at $835K in Q4 2019. 72 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

  • Ameriprise held 11,347 shares of Star Group worth $146K as of Q2 2026.
  • Ameriprise left its Star Group share count unchanged in Q2 2026.
  • Star Group made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3993 holding.
  • Ameriprise first reported a position in Star Group in Q3 2014 and has held it in 30 quarters since.
  • Ameriprise's Star Group position peaked at $835K in Q4 2019.
  • 72 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.