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Dogwood Wealth Management’s STAG Industrial STAG Stock Holding History

Dogwood Wealth Management’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 		$8.41K Buy
221
+6
+3% +$229 ﹤0.01% 417
2026
Q1 		$7.75K Buy
215
+102
+90% +$3.87K ﹤0.01% 389
2025
Q4 		$4.15K Sell
113
-28
-20% -$1.06K ﹤0.01% 454
2025
Q3 		$4.98K Buy
+141
New +$5.03K ﹤0.01% 400

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

Dogwood Wealth Management's STAG Position: Q2 2026 in Review

Dogwood Wealth Management increased its STAG Industrial (STAG) stake by 2.8% in Q2 2026, buying an estimated $229 and bringing the position to 221 shares worth $8.41K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Dogwood Wealth Management first reported a position in STAG in Q3 2025 and has held it in 4 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Dogwood Wealth Management held 221 shares of STAG Industrial worth $8.41K as of Q2 2026.
  • Dogwood Wealth Management bought 6 STAG Industrial shares in Q2 2026, an estimated $229.
  • STAG Industrial made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #417 holding.
  • Dogwood Wealth Management first reported a position in STAG Industrial in Q3 2025 and has held it in 4 quarters since.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.