Envestnet Portfolio Solutions
STAG icon

Envestnet Portfolio Solutions’s STAG Industrial STAG Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-6,143
Closed -$226K – 1496
2025
Q4 		$226K Sell
6,143
-223
-4% -$8.46K ﹤0.01% 1419
2025
Q3 		$225K Sell
6,366
-1,174
-16% -$41.9K ﹤0.01% 1381
2025
Q2 		$274K Sell
7,540
-212
-3% -$7.33K ﹤0.01% 1379
2025
Q1 		$280K Sell
7,752
-8,056
-51% -$281K ﹤0.01% 1323
2024
Q4 		$535K Buy
15,808
+394
+3% +$14.4K ﹤0.01% 1215
2024
Q3 		$603K Sell
15,414
-649
-4% -$25.4K ﹤0.01% 1102
2024
Q2 		$579K Buy
16,063
+797
+5% +$28.4K ﹤0.01% 1074
2024
Q1 		$587K Sell
15,266
-60
-0.4% -$2.27K ﹤0.01% 1048
2023
Q4 		$602K Sell
15,326
-440
-3% -$15.6K ﹤0.01% 971
2023
Q3 		$544K Buy
+15,766
New +$572K ﹤0.01% 951

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Envestnet Portfolio Solutions's STAG Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of STAG Industrial (STAG) in Q1 2026, closing a stake of 6,143 shares — an estimated $226K sold.

Envestnet Portfolio Solutions first reported a position in STAG in Q3 2023 and held it in 10 quarters. The position peaked at $603K in Q3 2024. 535 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining STAG Industrial position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 6,143 STAG Industrial shares in Q1 2026, an estimated $226K.
  • Envestnet Portfolio Solutions first reported a position in STAG Industrial in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's STAG Industrial position peaked at $603K in Q3 2024.
  • 535 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.