KWM
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Kingsview Wealth Management’s Star Group SGU Stock Holding History

Kingsview Wealth Management’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 		$159K Sell
12,408
-400
-3% -$5.08K ﹤0.01% 1374
2026
Q1 		$157K Hold
12,808
– – ﹤0.01% 1276
2025
Q4 		$152K Buy
12,808
+100
+0.8% +$1.18K ﹤0.01% 1197
2025
Q3 		$150K Buy
+12,708
New +$148K ﹤0.01% 1162

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

Kingsview Wealth Management's SGU Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Star Group (SGU) stake by 3.1% in Q2 2026, selling an estimated $5.08K and leaving 12,408 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Kingsview Wealth Management first reported a position in SGU in Q3 2025 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

  • Kingsview Wealth Management held 12,408 shares of Star Group worth $159K as of Q2 2026.
  • Kingsview Wealth Management sold 400 Star Group shares in Q2 2026, an estimated $5.08K.
  • Star Group made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1374 holding.
  • Kingsview Wealth Management first reported a position in Star Group in Q3 2025 and has held it in 4 quarters since.
  • 72 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.