Blue Trust Inc’s STAG Industrial STAG Stock Holding History

Blue Trust Inc’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	$2.2K	Buy	61 +20	+49%	+$758	﹤0.01%	2120
2025 Q4	$1.51K	Sell	41 -1	-2%	-$38	﹤0.01%	2194
2025 Q3	$1.48K	Hold	42	–	–	﹤0.01%	2218
2025 Q2	$1.52K	Hold	42	–	–	﹤0.01%	2165
2025 Q1	$1.52K	Sell	42 -3,867	-99%	-$135K	﹤0.01%	2245
2024 Q4	$132K	Buy	3,909 +750	+24%	+$27.4K	﹤0.01%	812
2024 Q3	$114K	Buy	3,159 +1,806	+133%	+$70.8K	﹤0.01%	1146
2024 Q2	$52K	Buy	1,353 +1,279	+1,728%	+$45.5K	﹤0.01%	1236
2024 Q1	$2.85K	Sell	74 -392	-84%	-$14.9K	﹤0.01%	1747
2023 Q4	$16K	Buy	+466	New	+$16.5K	﹤0.01%	1406
2023 Q2	–	Sell	-122	Closed	-$4K	–	2505
2023 Q1	$4K	Buy	122 +53	+77%	+$1.81K	﹤0.01%	1872
2022 Q4	$2K	Buy	69 +39	+130%	+$1.22K	﹤0.01%	1966
2022 Q3	$1K	Buy	+30	New	+$945	﹤0.01%	2008

Other funds holding STAG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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