Cary Street Partners’s Star Group SGU Stock Holding History

Cary Street Partners’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	$160K	Hold	12,450	–	–	﹤0.01%	959
2026 Q1	$153K	Hold	12,450	–	–	﹤0.01%	871
2025 Q4	$147K	Hold	12,450	–	–	﹤0.01%	877
2025 Q3	$147K	Hold	12,450	–	–	﹤0.01%	832
2025 Q2	$146K	Hold	12,450	–	–	﹤0.01%	817
2025 Q1	$164K	Hold	12,450	–	–	0.01%	781
2024 Q4	$144K	Buy	+12,450	New	+$146K	﹤0.01%	759

Other funds holding SGU

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cary Street Partners's SGU Position: Q2 2026 in Review

Cary Street Partners held its Star Group (SGU) position steady in Q2 2026 at 12,450 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Cary Street Partners first reported a position in SGU in Q4 2024 and has held it in 7 quarters since. The position peaked at $164K in Q1 2025. 8 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

Cary Street Partners held 12,450 shares of Star Group worth $160K as of Q2 2026.
Cary Street Partners left its Star Group share count unchanged in Q2 2026.
Star Group made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #959 holding.
Cary Street Partners first reported a position in Star Group in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Star Group position peaked at $164K in Q1 2025.
8 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.