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Wilkinson Global Asset Management’s Star Group SGU Stock Holding History

Wilkinson Global 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 		$128K Hold
10,000
– – 0.01% 62
2026
Q1 		$123K Hold
10,000
– – 0.01% 60
2025
Q4 		$118K Hold
10,000
– – 0.01% 63
2025
Q3 		$118K Hold
10,000
– – 0.01% 66
2025
Q2 		$117K Buy
+10,000
New +$123K 0.01% 70

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

Wilkinson Global Asset Management's SGU Position: Q2 2026 in Review

Wilkinson Global Asset Management held its Star Group (SGU) position steady in Q2 2026 at 10,000 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #62.

Wilkinson Global Asset Management first reported a position in SGU in Q2 2025 and has held it in 5 quarters since. 72 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

  • Wilkinson Global Asset Management held 10,000 shares of Star Group worth $128K as of Q2 2026.
  • Wilkinson Global Asset Management left its Star Group share count unchanged in Q2 2026.
  • Star Group made up 0.01% of Wilkinson Global Asset Management's portfolio in Q2 2026, its #62 holding.
  • Wilkinson Global Asset Management first reported a position in Star Group in Q2 2025 and has held it in 5 quarters since.
  • 72 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.