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Everhart Financial Group’s STAG Industrial STAG Stock Holding History

Everhart Financial 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 		$966K Buy
25,392
+489
+2% +$18.7K 0.06% 180
2026
Q1 		$898K Buy
24,903
+2,448
+11% +$92.8K 0.08% 194
2025
Q4 		$825K Buy
22,455
+1,728
+8% +$65.6K 0.08% 188
2025
Q3 		$731K Sell
20,727
-169
-0.8% -$6.03K 0.07% 200
2025
Q2 		$758K Buy
20,896
+2,028
+11% +$70.1K 0.09% 161
2025
Q1 		$682K Buy
18,868
+3,309
+21% +$115K 0.09% 152
2024
Q4 		$526K Sell
15,559
-5,227
-25% -$191K 0.11% 178
2024
Q3 		$813K Buy
20,786
+3,182
+18% +$125K 0.18% 127
2024
Q2 		$635K Buy
17,604
+4,568
+35% +$163K 0.16% 131
2024
Q1 		$501K Buy
13,036
+1,801
+16% +$68.3K 0.15% 147
2023
Q4 		$441K Buy
11,235
+744
+7% +$26.4K 0.16% 131
2023
Q3 		$362K Buy
10,491
+850
+9% +$30.9K 0.15% 126
2023
Q2 		$346K Buy
9,641
+1,196
+14% +$41.3K 0.14% 140
2023
Q1 		$286K Buy
8,445
+487
+6% +$16.6K 0.13% 143
2022
Q4 		$257K Buy
+7,958
New +$249K 0.13% 139

Other funds holding STAG

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Everhart Financial Group's STAG Position: Q2 2026 in Review

Everhart Financial Group increased its STAG Industrial (STAG) stake by 2% in Q2 2026, buying an estimated $18.7K and bringing the position to 25,392 shares worth $966K. The position accounts for 0.06% of the portfolio, ranked #180.

Everhart Financial Group first reported a position in STAG in Q4 2022 and has held it in 15 quarters since. 81 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Everhart Financial Group held 25,392 shares of STAG Industrial worth $966K as of Q2 2026.
  • Everhart Financial Group bought 489 STAG Industrial shares in Q2 2026, an estimated $18.7K.
  • STAG Industrial made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #180 holding.
  • Everhart Financial Group first reported a position in STAG Industrial in Q4 2022 and has held it in 15 quarters since.
  • 81 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.