Capital Advisors Ltd’s STAG Industrial STAG Stock Holding History

Capital Advisors Ltd’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	78	–	–	﹤0.01%	1073
2026 Q1	$3K	Hold	78	–	–	﹤0.01%	1058
2025 Q4	$3K	Hold	78	–	–	﹤0.01%	1038
2025 Q3	$3K	Hold	78	–	–	﹤0.01%	1025
2025 Q2	$3K	Sell	78 -5	-6%	-$173	﹤0.01%	1019
2025 Q1	$3K	Buy	83 +5	+6%	+$174	﹤0.01%	1009
2024 Q4	$3K	Hold	78	–	–	﹤0.01%	1028
2024 Q3	$3K	Hold	78	–	–	﹤0.01%	1016
2024 Q2	$3K	Hold	78	–	–	﹤0.01%	1012
2024 Q1	$3K	Hold	78	–	–	﹤0.01%	999
2023 Q4	$3K	Hold	78	–	–	﹤0.01%	964
2023 Q3	$3K	Hold	78	–	–	﹤0.01%	957
2023 Q2	$3K	Hold	78	–	–	﹤0.01%	962
2023 Q1	$3K	Sell	78 -68	-47%	-$2.32K	﹤0.01%	843
2022 Q4	$5K	Buy	146 +21	+17%	+$658	﹤0.01%	675
2022 Q3	$4K	Buy	+125	New	+$3.94K	﹤0.01%	705

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

Capital Advisors Ltd's STAG Position: Q2 2026 in Review

Capital Advisors Ltd held its STAG Industrial (STAG) position steady in Q2 2026 at 78 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Capital Advisors Ltd first reported a position in STAG in Q3 2022 and has held it in 16 quarters since. The position peaked at $5K in Q4 2022. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Capital Advisors Ltd held 78 shares of STAG Industrial worth $3K as of Q2 2026.
Capital Advisors Ltd left its STAG Industrial share count unchanged in Q2 2026.
STAG Industrial made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1073 holding.
Capital Advisors Ltd first reported a position in STAG Industrial in Q3 2022 and has held it in 16 quarters since.
Capital Advisors Ltd's STAG Industrial position peaked at $5K in Q4 2022.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.