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 Q2	$225K	Sell	5,899 -100	-2%	-$3.82K	0.1%	189
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 $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

Carson Advisory's STAG Position: Q2 2026 in Review

Carson Advisory reduced its STAG Industrial (STAG) stake by 1.7% in Q2 2026, selling an estimated $3.82K and leaving 5,899 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #189.

Carson Advisory first reported a position in STAG in Q4 2021 and has held it in 19 quarters since. The position peaked at $321K in Q4 2021. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Carson Advisory held 5,899 shares of STAG Industrial worth $225K as of Q2 2026.
Carson Advisory sold 100 STAG Industrial shares in Q2 2026, an estimated $3.82K.
STAG Industrial made up 0.1% of Carson Advisory's portfolio in Q2 2026, its #189 holding.
Carson Advisory first reported a position in STAG Industrial in Q4 2021 and has held it in 19 quarters since.
Carson Advisory's STAG Industrial position peaked at $321K in Q4 2021.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.