Crestwood Advisors Group’s STAG Industrial STAG Stock Holding History

Crestwood Advisors 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	$10.7M	Sell	280,862 -11,671	-4%	-$446K	0.16%	104
2026 Q1	$10.5M	Buy	292,533 +45,467	+18%	+$1.72M	0.18%	104
2025 Q4	$9.08M	Sell	247,066 -5,397	-2%	-$205K	0.15%	107
2025 Q3	$8.91M	Sell	252,463 -10,851	-4%	-$387K	0.15%	108
2025 Q2	$9.55M	Sell	263,314 -2,689	-1%	-$93K	0.17%	102
2025 Q1	$9.61M	Sell	266,003 -12,874	-5%	-$449K	0.18%	99
2024 Q4	$9.43M	Sell	278,877 -12,522	-4%	-$458K	0.18%	100
2024 Q3	$11.4M	Sell	291,399 -2,117	-0.7%	-$83K	0.22%	85
2024 Q2	$10.6M	Sell	293,516 -2,388	-0.8%	-$85K	0.22%	86
2024 Q1	$11.4M	Buy	295,904 +4,288	+1%	+$163K	0.25%	80
2023 Q4	$11.4M	Sell	291,616 -1,747	-0.6%	-$62K	0.27%	76
2023 Q3	$10.1M	Buy	+293,363	New	+$10.6M	0.27%	82
2022 Q2	–	Sell	-5,744	Closed	-$238K	–	290
2022 Q1	$238K	Hold	5,744	–	–	0.01%	256
2021 Q4	$275K	Sell	5,744 -1,273	-18%	-$55.5K	0.01%	259
2021 Q3	$275K	Hold	7,017	–	–	0.01%	238
2021 Q2	$263K	Hold	7,017	–	–	0.01%	240
2021 Q1	$236K	Hold	7,017	–	–	0.01%	242
2020 Q4	$220K	Hold	7,017	–	–	0.01%	247
2020 Q3	$214K	Hold	7,017	–	–	0.01%	223
2020 Q2	$206K	Buy	+7,017	New	+$185K	0.01%	222
2020 Q1	–	Sell	-7,017	Closed	-$222K	–	249
2019 Q4	$222K	Hold	7,017	–	–	0.01%	238
2019 Q3	$207K	Hold	7,017	–	–	0.01%	237
2019 Q2	$212K	Hold	7,017	–	–	0.01%	224
2019 Q1	$208K	Buy	+7,017	New	+$194K	0.01%	163

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

Crestwood Advisors Group's STAG Position: Q2 2026 in Review

Crestwood Advisors Group reduced its STAG Industrial (STAG) stake by 4% in Q2 2026, selling an estimated $446K and leaving 280,862 shares worth $10.7M. The position accounts for 0.16% of the portfolio, ranked #104.

Crestwood Advisors Group first reported a position in STAG in Q1 2019 and has held it in 24 quarters since. The position peaked at $11.4M in Q4 2023. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Crestwood Advisors Group held 280,862 shares of STAG Industrial worth $10.7M as of Q2 2026.
Crestwood Advisors Group sold 11,671 STAG Industrial shares in Q2 2026, an estimated $446K.
STAG Industrial made up 0.16% of Crestwood Advisors Group's portfolio in Q2 2026, its #104 holding.
Crestwood Advisors Group first reported a position in STAG Industrial in Q1 2019 and has held it in 24 quarters since.
Crestwood Advisors Group's STAG Industrial position peaked at $11.4M in Q4 2023.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.