AWM
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Activest Wealth Management’s STAG Industrial STAG Stock Holding History

Activest Wealth Management’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-276
Closed -$9.95K – 1487
2026
Q1 		$9.95K Hold
276
– – ﹤0.01% 685
2025
Q4 		$10.1K Buy
276
+23
+9% +$873 ﹤0.01% 659
2025
Q3 		$8.93K Buy
+253
New +$9.02K ﹤0.01% 531
2025
Q2 		– Sell
-1
Closed -$35 – 1180
2025
Q1 		$36 Hold
1
– – ﹤0.01% 1002
2024
Q4 		$34 Buy
+1
New +$37 ﹤0.01% 799

Other funds holding STAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Activest Wealth Management's STAG Position: Q2 2026 in Review

Activest Wealth Management sold out of STAG Industrial (STAG) in Q2 2026, closing a stake of 276 shares — an estimated $9.95K sold.

Activest Wealth Management first reported a position in STAG in Q4 2024 and held it in 5 quarters. The position peaked at $10.1K in Q4 2025. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Activest Wealth Management reported no remaining STAG Industrial position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 276 STAG Industrial shares in Q2 2026, an estimated $9.95K.
  • Activest Wealth Management first reported a position in STAG Industrial in Q4 2024 and held it in 5 quarters.
  • Activest Wealth Management's STAG Industrial position peaked at $10.1K in Q4 2025.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.