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Integrated Wealth Concepts’s Star Group SGU Stock Holding History

Integrated Wealth Concepts’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 		$39.8K Buy
+3,100
New +$39.3K ﹤0.01% 3547

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

Integrated Wealth Concepts's SGU Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Star Group (SGU) in Q2 2026: 3,100 shares worth $39.8K. The stake represents ﹤0.01% of the portfolio and ranks #3547 among its holdings.

72 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

  • Integrated Wealth Concepts held 3,100 shares of Star Group worth $39.8K as of Q2 2026.
  • Star Group was a new Integrated Wealth Concepts position in Q2 2026.
  • Star Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3547 holding.
  • 72 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.