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NewEdge Advisors’s Star Group SGU Stock Holding History

NewEdge Advisors’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 		$147K Buy
+11,436
New +$145K ﹤0.01% 2849
2023
Q1 		– Sell
-200
Closed -$2.41K – 4037
2022
Q4 		$2.41K Buy
+200
New +$1.85K ﹤0.01% 2791
2017
Q3 		– Sell
-100
Closed -$1.06K – 992
2017
Q2 		$1.06K Buy
+100
New +$988 ﹤0.01% 1348

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

NewEdge Advisors's SGU Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Star Group (SGU) in Q2 2026: 11,436 shares worth $147K. The stake represents ﹤0.01% of the portfolio and ranks #2849 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in SGU as recently as Q4 2022.

NewEdge Advisors first reported a position in SGU in Q2 2017 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

  • NewEdge Advisors held 11,436 shares of Star Group worth $147K as of Q2 2026.
  • Star Group was a new NewEdge Advisors position in Q2 2026.
  • Star Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2849 holding.
  • NewEdge Advisors first reported a position in Star Group in Q2 2017 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.