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Joel Isaacson & Co’s Star Group SGU Stock Holding History

Joel Isaacson & Co’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 		$2.47M Buy
192,003
+35
+0% +$444 0.07% 125
2026
Q1 		$2.36M Buy
191,968
+33
+0% +$418 0.08% 118
2025
Q4 		$2.27M Buy
191,935
+35
+0% +$414 0.08% 121
2025
Q3 		$2.27M Buy
191,900
+35
+0% +$409 0.08% 113
2025
Q2 		$2.24M Buy
191,865
+33
+0% +$406 0.09% 102
2025
Q1 		$2.53M Buy
+191,832
New +$2.4M 0.11% 87
2017
Q1 		– Sell
-12,178
Closed -$131K – 469
2016
Q4 		$131K Buy
12,178
+59
+0.5% +$580 0.03% 196
2016
Q3 		$117K Buy
12,119
+64
+0.5% +$577 0.02% 216
2016
Q2 		$107K Buy
12,055
+5,555
+85% +$47.7K 0.02% 230
2016
Q1 		$55K Hold
6,500
– – 0.01% 318
2015
Q4 		$48K Hold
6,500
– – 0.01% 333
2015
Q3 		$55K Hold
6,500
– – 0.01% 324
2015
Q2 		$57K Hold
6,500
– – 0.01% 341
2015
Q1 		$48K Buy
6,500
+6,000
+1,200% +$41K 0.01% 359
2014
Q4 		$3K Sell
500
-6,000
-92% -$36.6K ﹤0.01% 569
2014
Q3 		$37K Hold
6,500
– – 0.01% 345
2014
Q2 		$40K Hold
6,500
– – 0.01% 330
2014
Q1 		$38K Hold
6,500
– – 0.01% 331
2013
Q4 		$34K Sell
6,500
-300
-4% -$1.62K 0.01% 316
2013
Q3 		$33K Hold
6,800
– – 0.01% 306
2013
Q2 		$33K Buy
+6,800
New +$32.6K 0.02% 270

Other funds holding SGU

LC
Lubar & Co Milwaukee, Wisconsin $126M AUM
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Joel Isaacson & Co's SGU Position: Q2 2026 in Review

Joel Isaacson & Co increased its Star Group (SGU) stake by 0.02% in Q2 2026, buying an estimated $444 and bringing the position to 192,003 shares worth $2.47M. The position accounts for 0.07% of the portfolio, ranked #125.

Joel Isaacson & Co first reported a position in SGU in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.53M in Q1 2025. 31 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

  • Joel Isaacson & Co held 192,003 shares of Star Group worth $2.47M as of Q2 2026.
  • Joel Isaacson & Co bought 35 Star Group shares in Q2 2026, an estimated $444.
  • Star Group made up 0.07% of Joel Isaacson & Co's portfolio in Q2 2026, its #125 holding.
  • Joel Isaacson & Co first reported a position in Star Group in Q2 2013 and has held it in 21 quarters since.
  • Joel Isaacson & Co's Star Group position peaked at $2.53M in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.