Clearstead Trust’s STAG Industrial STAG Stock Holding History

Clearstead Trust’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	$1.45K	Hold	38	–	–	﹤0.01%	911
2026 Q1	$1.37K	Hold	38	–	–	﹤0.01%	914
2025 Q4	$1.4K	Buy	+38	New	+$1.44K	﹤0.01%	923

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

Clearstead Trust's STAG Position: Q2 2026 in Review

Clearstead Trust held its STAG Industrial (STAG) position steady in Q2 2026 at 38 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Clearstead Trust first reported a position in STAG in Q4 2025 and has held it in 3 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Clearstead Trust held 38 shares of STAG Industrial worth $1.45K as of Q2 2026.
Clearstead Trust left its STAG Industrial share count unchanged in Q2 2026.
STAG Industrial made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #911 holding.
Clearstead Trust first reported a position in STAG Industrial in Q4 2025 and has held it in 3 quarters since.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.