Bogart Wealth LLC’s STAG Industrial STAG Stock Holding History

Bogart Wealth LLC’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	$913	Sell	24 -76	-76%	-$2.9K	﹤0.01%	1638
2026 Q1	$3.61K	Buy	100 +76	+317%	+$2.88K	﹤0.01%	1144
2025 Q4	$882	Hold	24	–	–	﹤0.01%	1348
2025 Q3	$847	Hold	24	–	–	﹤0.01%	1314
2025 Q2	$871	Hold	24	–	–	﹤0.01%	1246
2025 Q1	$867	Sell	24 -26	-52%	-$907	﹤0.01%	1199
2024 Q4	$1.69K	Buy	+50	New	+$1.83K	﹤0.01%	1122

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

Bogart Wealth LLC's STAG Position: Q2 2026 in Review

Bogart Wealth LLC reduced its STAG Industrial (STAG) stake by 76% in Q2 2026, selling an estimated $2.9K and leaving 24 shares worth $913. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Bogart Wealth LLC first reported a position in STAG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.61K in Q1 2026. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Bogart Wealth LLC held 24 shares of STAG Industrial worth $913 as of Q2 2026.
Bogart Wealth LLC sold 76 STAG Industrial shares in Q2 2026, an estimated $2.9K.
STAG Industrial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1638 holding.
Bogart Wealth LLC first reported a position in STAG Industrial in Q4 2024 and has held it in 7 quarters since.
Bogart Wealth LLC's STAG Industrial position peaked at $3.61K in Q1 2026.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.