Marquette Asset Management’s Star Group SGU Stock Holding History

Marquette Asset 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	$193K	Hold	15,000	–	–	0.02%	105
2026 Q1	$184K	Hold	15,000	–	–	0.03%	57
2025 Q4	$178K	Hold	15,000	–	–	0.03%	59
2025 Q3	$177K	Hold	15,000	–	–	0.03%	63
2025 Q2	$176K	Hold	15,000	–	–	0.03%	54
2025 Q1	$198K	Hold	15,000	–	–	0.03%	58
2024 Q4	$173K	Hold	15,000	–	–	0.03%	99
2024 Q3	$176K	Hold	15,000	–	–	0.03%	108
2024 Q2	$160K	Hold	15,000	–	–	0.03%	81
2024 Q1	$150K	Hold	15,000	–	–	0.03%	86
2023 Q4	$173K	Hold	15,000	–	–	0.03%	79
2023 Q3	$180K	Hold	15,000	–	–	0.04%	76
2023 Q2	$205K	Hold	15,000	–	–	0.05%	76
2023 Q1	$195K	Hold	15,000	–	–	0.05%	81
2022 Q4	$181K	Hold	15,000	–	–	0.05%	77
2022 Q3	$122K	Hold	15,000	–	–	0.04%	92
2022 Q2	$138K	Hold	15,000	–	–	0.04%	105
2022 Q1	$167K	Hold	15,000	–	–	0.04%	108
2021 Q4	$162K	Hold	15,000	–	–	0.03%	116
2021 Q3	$153K	Hold	15,000	–	–	0.03%	118
2021 Q2	$168K	Hold	15,000	–	–	0.04%	105
2021 Q1	$159K	Hold	15,000	–	–	0.04%	99
2020 Q4	$141K	Hold	15,000	–	–	0.03%	107
2020 Q3	$146K	Hold	15,000	–	–	0.04%	85
2020 Q2	$132K	Hold	15,000	–	–	0.04%	92
2020 Q1	$116K	Hold	15,000	–	–	0.05%	96
2019 Q4	$142K	Hold	15,000	–	–	0.05%	81
2019 Q3	$142K	Hold	15,000	–	–	0.05%	83
2019 Q2	$150K	Hold	15,000	–	–	0.05%	80
2019 Q1	$144K	Buy	+15,000	New	+$143K	0.05%	84

Other funds holding SGU

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Marquette Asset Management's SGU Position: Q2 2026 in Review

Marquette Asset Management held its Star Group (SGU) position steady in Q2 2026 at 15,000 shares worth $193K. The position accounts for 0.02% of the portfolio, ranked #105.

Marquette Asset Management first reported a position in SGU in Q1 2019 and has held it in 30 quarters since. The position peaked at $205K in Q2 2023. 8 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

Marquette Asset Management held 15,000 shares of Star Group worth $193K as of Q2 2026.
Marquette Asset Management left its Star Group share count unchanged in Q2 2026.
Star Group made up 0.02% of Marquette Asset Management's portfolio in Q2 2026, its #105 holding.
Marquette Asset Management first reported a position in Star Group in Q1 2019 and has held it in 30 quarters since.
Marquette Asset Management's Star Group position peaked at $205K in Q2 2023.
8 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.