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Chung Wu Investment Group’s STAG Industrial STAG Stock Holding History

Chung Wu Investment Group’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 		$5.71K Sell
150
-150
-50% -$5.73K ﹤0.01% 248
2026
Q1 		$10.8K Hold
300
– – 0.01% 203
2025
Q4 		$11K Hold
300
– – 0.01% 206
2025
Q3 		$10.6K Sell
300
-500
-63% -$17.8K 0.01% 207
2025
Q2 		$29K Buy
+800
New +$27.7K 0.03% 149

Other funds holding STAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Chung Wu Investment Group's STAG Position: Q2 2026 in Review

Chung Wu Investment Group reduced its STAG Industrial (STAG) stake by 50% in Q2 2026, selling an estimated $5.73K and leaving 150 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Chung Wu Investment Group first reported a position in STAG in Q2 2025 and has held it in 5 quarters since. The position peaked at $29K in Q2 2025. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Chung Wu Investment Group held 150 shares of STAG Industrial worth $5.71K as of Q2 2026.
  • Chung Wu Investment Group sold 150 STAG Industrial shares in Q2 2026, an estimated $5.73K.
  • STAG Industrial made up ﹤0.01% of Chung Wu Investment Group's portfolio in Q2 2026, its #248 holding.
  • Chung Wu Investment Group first reported a position in STAG Industrial in Q2 2025 and has held it in 5 quarters since.
  • Chung Wu Investment Group's STAG Industrial position peaked at $29K in Q2 2025.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.