Carson Wealth (CWM LLC)’s Star Group SGU Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$12.3K	Sell	1,000 -38	-4%	-$481	﹤0.01%	4695
2025 Q4	$12K	Buy	+1,038	New	+$12.3K	﹤0.01%	4472

Other funds holding SGU

Hartree Partners New York $469M AUM 46.64% 1-Year Est. Return

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

Lubar & Co Milwaukee, Wisconsin $126M AUM

OCP

Oakcliff Capital Partners New York $268M AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SGU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Star Group (SGU) stake by 3.7% in Q1 2026, selling an estimated $481 and leaving 1,000 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4695.

Carson Wealth (CWM LLC) first reported a position in SGU in Q4 2025 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold SGU as of Q1 2026.

Carson Wealth (CWM LLC) held 1,000 shares of Star Group worth $12.3K as of Q1 2026.
Carson Wealth (CWM LLC) sold 38 Star Group shares in Q1 2026, an estimated $481.
Star Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4695 holding.
Carson Wealth (CWM LLC) first reported a position in Star Group in Q4 2025 and has held it in 2 quarters since.
69 funds tracked by Wall St. Rank held Star Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.