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Garton & Associates Financial Advisors’s Star Group SGU Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-638
Closed -$7.55K – 595
2025
Q4 		$7.55K Buy
+638
New +$7.55K ﹤0.01% 905

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

Garton & Associates Financial Advisors's SGU Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Star Group (SGU) in Q1 2026, closing a stake of 638 shares — an estimated $7.55K sold.

Garton & Associates Financial Advisors first reported a position in SGU in Q4 2025 and held it in 1 quarter. The position peaked at $7.55K in Q4 2025. 69 funds tracked by Wall St. Rank hold SGU as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Star Group position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 638 Star Group shares in Q1 2026, an estimated $7.55K.
  • Garton & Associates Financial Advisors first reported a position in Star Group in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Star Group position peaked at $7.55K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Star Group as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.