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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return