Spire Wealth Management’s Star Group SGU Stock Holding History

Spire 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	$58.3K	Hold	4,537	–	–	﹤0.01%	1138
2026 Q1	$55.7K	Hold	4,537	–	–	﹤0.01%	1142
2025 Q4	$53.7K	Hold	4,537	–	–	﹤0.01%	1159
2025 Q3	$53.7K	Hold	4,537	–	–	﹤0.01%	1210
2025 Q2	$53.1K	Sell	4,537 -300	-6%	-$3.69K	﹤0.01%	1174
2025 Q1	$63.8K	Hold	4,837	–	–	﹤0.01%	1196
2024 Q4	$55.8K	Hold	4,837	–	–	﹤0.01%	1243
2024 Q3	$56.8K	Hold	4,837	–	–	﹤0.01%	1095
2024 Q2	$51.5K	Hold	4,837	–	–	﹤0.01%	1110
2024 Q1	$48.5K	Hold	4,837	–	–	﹤0.01%	1226
2023 Q4	$54.5K	Hold	4,837	–	–	﹤0.01%	1179
2023 Q3	$58.2K	Hold	4,837	–	–	﹤0.01%	1116
2023 Q2	$66.1K	Hold	4,837	–	–	﹤0.01%	1099
2023 Q1	$62.7K	Hold	4,837	–	–	﹤0.01%	1105
2022 Q4	$58K	Hold	4,837	–	–	﹤0.01%	936
2022 Q3	$39K	Sell	4,837 -14,993	-76%	-$140K	﹤0.01%	1046
2022 Q2	$182K	Hold	19,830	–	–	0.01%	801
2022 Q1	$220K	Sell	19,830 -500	-2%	-$5.23K	0.01%	851
2021 Q4	$219K	Buy	20,330 +500	+3%	+$5.34K	﹤0.01%	1055
2021 Q3	$202K	Hold	19,830	–	–	0.01%	920
2021 Q2	$222K	Buy	19,830 +537	+3%	+$5.86K	0.01%	901
2021 Q1	$204K	Buy	+19,293	New	+$191K	0.01%	1054

Other funds holding SGU

Hartree Partners New York $469M AUM 46.64% 1-Year Est. Return

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

Lubar & Co Milwaukee, Wisconsin $126M AUM

OCP

Oakcliff Capital Partners New York $268M AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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 New York $32.9B AUM 23.66% 1-Year Est. Return

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

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

Spire Wealth Management held its Star Group (SGU) position steady in Q2 2026 at 4,537 shares worth $58.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Spire Wealth Management first reported a position in SGU in Q1 2021 and has held it in 22 quarters since. The position peaked at $222K in Q2 2021. 71 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

Spire Wealth Management held 4,537 shares of Star Group worth $58.3K as of Q2 2026.
Spire Wealth Management left its Star Group share count unchanged in Q2 2026.
Star Group made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1138 holding.
Spire Wealth Management first reported a position in Star Group in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Star Group position peaked at $222K in Q2 2021.
71 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.