Greenwood Gearhart’s Star Group SGU Stock Holding History

Greenwood Gearhart’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	$338K	Buy	26,300 +5,800	+28%	+$73.6K	0.02%	125
2026 Q1	$252K	Buy	+20,500	New	+$259K	0.01%	109

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 $32.9B AUM 23.66% 1-Year Est. Return

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

Greenwood Gearhart's SGU Position: Q2 2026 in Review

Greenwood Gearhart increased its Star Group (SGU) stake by 28% in Q2 2026, buying an estimated $73.6K and bringing the position to 26,300 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #125.

Greenwood Gearhart first reported a position in SGU in Q1 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

Greenwood Gearhart held 26,300 shares of Star Group worth $338K as of Q2 2026.
Greenwood Gearhart bought 5,800 Star Group shares in Q2 2026, an estimated $73.6K.
Star Group made up 0.02% of Greenwood Gearhart's portfolio in Q2 2026, its #125 holding.
Greenwood Gearhart first reported a position in Star Group in Q1 2026 and has held it in 2 quarters since.
72 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.