BHWM
STAG icon

Bay Harbor Wealth Management’s STAG Industrial STAG Stock Holding History

Bay Harbor 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
Q1 		– Sell
-40
Closed -$1.48K – 1341
2025
Q4 		$1.48K Sell
40
-4
-9% -$152 ﹤0.01% 545
2025
Q3 		$1.55K Sell
44
-1
-2% -$36 ﹤0.01% 411
2025
Q2 		$1.64K Hold
45
– – ﹤0.01% 345
2025
Q1 		$1.63K Buy
45
+13
+41% +$453 ﹤0.01% 214
2024
Q4 		$1.09K Hold
32
– – ﹤0.01% 166
2024
Q3 		$1.25K Hold
32
– – ﹤0.01% 154
2024
Q2 		$1.16K Hold
32
– – ﹤0.01% 161
2024
Q1 		$1.23K Sell
32
-1
-3% -$38 ﹤0.01% 163
2023
Q4 		$1.3K Hold
33
– – ﹤0.01% 157
2023
Q3 		$1.14K Hold
33
– – ﹤0.01% 151
2023
Q2 		$1.18K Buy
+33
New +$1.14K ﹤0.01% 155

Other funds holding STAG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return