Carson Advisory’s STAG Industrial STAG Stock Holding History

Carson Advisory’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	$216K	Hold	5,999	–	–	0.11%	175
2025 Q4	$221K	Hold	5,999	–	–	0.11%	172
2025 Q3	$212K	Hold	5,999	–	–	0.11%	168
2025 Q2	$218K	Hold	5,999	–	–	0.14%	161
2025 Q1	$217K	Sell	5,999 -800	-12%	-$27.9K	0.15%	150
2024 Q4	$230K	Hold	6,799	–	–	0.16%	140
2024 Q3	$266K	Hold	6,799	–	–	0.17%	140
2024 Q2	$245K	Sell	6,799 -600	-8%	-$21.4K	0.17%	139
2024 Q1	$284K	Hold	7,399	–	–	0.2%	121
2023 Q4	$290K	Hold	7,399	–	–	0.23%	111
2023 Q3	$255K	Hold	7,399	–	–	0.22%	120
2023 Q2	$265K	Hold	7,399	–	–	0.22%	118
2023 Q1	$250K	Hold	7,399	–	–	0.22%	113
2022 Q4	$239K	Hold	7,399	–	–	0.23%	109
2022 Q3	$210K	Buy	7,399 +700	+10%	+$22.1K	0.23%	112
2022 Q2	$207K	Hold	6,699	–	–	0.23%	113
2022 Q1	$277K	Hold	6,699	–	–	0.28%	95
2021 Q4	$321K	Buy	+6,699	New	+$292K	0.33%	80

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