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High Note Wealth’s Star Group SGU Stock Holding History

High Note Wealth’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 		$49.4K Hold
3,845
– – 0.01% 201
2026
Q1 		$47.2K Hold
3,845
– – 0.01% 195
2025
Q4 		$45.5K Hold
3,845
– – 0.01% 194
2025
Q3 		$45.5K Hold
3,845
– – 0.01% 182
2025
Q2 		$45K Hold
3,845
– – 0.01% 181
2025
Q1 		$50.7K Hold
3,845
– – 0.01% 172
2024
Q4 		$44.4K Buy
+3,845
New +$45.2K 0.01% 180

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

High Note Wealth's SGU Position: Q2 2026 in Review

High Note Wealth held its Star Group (SGU) position steady in Q2 2026 at 3,845 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #201.

High Note Wealth first reported a position in SGU in Q4 2024 and has held it in 7 quarters since. The position peaked at $50.7K in Q1 2025. 72 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

  • High Note Wealth held 3,845 shares of Star Group worth $49.4K as of Q2 2026.
  • High Note Wealth left its Star Group share count unchanged in Q2 2026.
  • Star Group made up 0.01% of High Note Wealth's portfolio in Q2 2026, its #201 holding.
  • High Note Wealth first reported a position in Star Group in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Star Group position peaked at $50.7K in Q1 2025.
  • 72 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.