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Aegis Wealth Management (Iowa)’s STAG Industrial STAG Stock Holding History

Aegis Wealth Management (Iowa)’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 		$1.6M Sell
42,001
-1,371
-3% -$52.4K 1.03% 23
2026
Q1 		$1.56M Sell
43,372
-347
-0.8% -$13.2K 1.23% 17
2025
Q4 		$1.61M Buy
+43,719
New +$1.66M 1.26% 17

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

Aegis Wealth Management (Iowa)'s STAG Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) reduced its STAG Industrial (STAG) stake by 3.2% in Q2 2026, selling an estimated $52.4K and leaving 42,001 shares worth $1.6M. The position accounts for 1.03% of the portfolio, ranked #23.

Aegis Wealth Management (Iowa) first reported a position in STAG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.61M in Q4 2025. 545 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 42,001 shares of STAG Industrial worth $1.6M as of Q2 2026.
  • Aegis Wealth Management (Iowa) sold 1,371 STAG Industrial shares in Q2 2026, an estimated $52.4K.
  • STAG Industrial made up 1.03% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #23 holding.
  • Aegis Wealth Management (Iowa) first reported a position in STAG Industrial in Q4 2025 and has held it in 3 quarters since.
  • Aegis Wealth Management (Iowa)'s STAG Industrial position peaked at $1.61M in Q4 2025.
  • 545 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.