Avion Wealth’s STAG Industrial STAG Stock Holding History

Avion Wealth’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	$3K	Hold	100	–	–	﹤0.01%	992
2026 Q1	$3K	Hold	100	–	–	﹤0.01%	817
2025 Q4	$3K	Hold	100	–	–	﹤0.01%	819
2025 Q3	$3K	Hold	100	–	–	﹤0.01%	794
2025 Q2	$3K	Hold	100	–	–	﹤0.01%	751
2025 Q1	$3K	Hold	100	–	–	﹤0.01%	670
2024 Q4	$3K	Hold	100	–	–	﹤0.01%	667
2024 Q3	$3K	Hold	100	–	–	﹤0.01%	641
2024 Q2	$3K	Hold	100	–	–	﹤0.01%	576
2024 Q1	$4K	Hold	100	–	–	﹤0.01%	519
2023 Q4	$4K	Sell	100 -14	-12%	-$497	﹤0.01%	452
2023 Q3	$3K	Buy	114 +14	+14%	+$508	﹤0.01%	435
2023 Q2	$3K	Hold	100	–	–	﹤0.01%	441
2023 Q1	$3K	Hold	100	–	–	﹤0.01%	356
2022 Q4	$2K	Hold	100	–	–	﹤0.01%	389
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	375
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	381
2022 Q1	$4K	Buy	+100	New	+$4.13K	﹤0.01%	309

Other funds holding STAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avion Wealth's STAG Position: Q2 2026 in Review

Avion Wealth held its STAG Industrial (STAG) position steady in Q2 2026 at 100 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Avion Wealth first reported a position in STAG in Q1 2022 and has held it in 18 quarters since. The position peaked at $4K in Q1 2024. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Avion Wealth held 100 shares of STAG Industrial worth $3K as of Q2 2026.
Avion Wealth left its STAG Industrial share count unchanged in Q2 2026.
STAG Industrial made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #992 holding.
Avion Wealth first reported a position in STAG Industrial in Q1 2022 and has held it in 18 quarters since.
Avion Wealth's STAG Industrial position peaked at $4K in Q1 2024.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.