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Concord Wealth Partners’s STAG Industrial STAG Stock Holding History

Concord Wealth Partners’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 		$9.32K Buy
+245
New +$9.36K ﹤0.01% 585
2025
Q1 		– Sell
-18
Closed -$609 – 958
2024
Q4 		$609 Hold
18
– – ﹤0.01% 845
2024
Q3 		$704 Buy
+18
New +$705 ﹤0.01% 873
2023
Q3 		– Sell
-25
Closed -$897 – 1070
2023
Q2 		$897 Hold
25
– – ﹤0.01% 963
2023
Q1 		$846 Hold
25
– – ﹤0.01% 909
2022
Q4 		$808 Buy
+25
New +$783 ﹤0.01% 1111

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

Concord Wealth Partners's STAG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in STAG Industrial (STAG) in Q2 2026: 245 shares worth $9.32K. The stake represents ﹤0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in STAG as recently as Q4 2024.

Concord Wealth Partners first reported a position in STAG in Q4 2022 and has held it in 6 quarters since. 548 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Concord Wealth Partners held 245 shares of STAG Industrial worth $9.32K as of Q2 2026.
  • STAG Industrial was a new Concord Wealth Partners position in Q2 2026.
  • STAG Industrial made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #585 holding.
  • Concord Wealth Partners first reported a position in STAG Industrial in Q4 2022 and has held it in 6 quarters since.
  • 548 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.