EverSource Wealth Advisors’s STAG Industrial STAG Stock Holding History

EverSource Wealth Advisors’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	$62.4K	Buy	1,639 +56	+4%	+$2.14K	﹤0.01%	1630
2026 Q1	$57.1K	Buy	1,583 +285	+22%	+$10.8K	﹤0.01%	1788
2025 Q4	$47.7K	Sell	1,298 -298	-19%	-$11.3K	﹤0.01%	1780
2025 Q3	$56.3K	Buy	1,596 +160	+11%	+$5.71K	﹤0.01%	1617
2025 Q2	$52.1K	Buy	1,436 +1,048	+270%	+$36.2K	﹤0.01%	1588
2025 Q1	$14K	Buy	388 +234	+152%	+$8.16K	﹤0.01%	1900
2024 Q4	$5.21K	Buy	+154	New	+$5.63K	﹤0.01%	2326
2024 Q1	–	Sell	-190	Closed	-$7.46K	–	2988
2023 Q4	$7.46K	Buy	190 +149	+363%	+$5.29K	﹤0.01%	1693
2023 Q3	$1.42K	Sell	41 -17	-29%	-$617	﹤0.01%	2109
2023 Q2	$2.08K	Sell	58 -1	-2%	-$35	﹤0.01%	2016
2023 Q1	$2K	Buy	+59	New	+$2.01K	﹤0.01%	1935
2022 Q3	–	Sell	-1,771	Closed	-$55K	–	2127
2022 Q2	$55K	Buy	+1,771	New	+$62.8K	0.01%	600

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

EverSource Wealth Advisors's STAG Position: Q2 2026 in Review

EverSource Wealth Advisors increased its STAG Industrial (STAG) stake by 3.5% in Q2 2026, buying an estimated $2.14K and bringing the position to 1,639 shares worth $62.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

EverSource Wealth Advisors first reported a position in STAG in Q2 2022 and has held it in 12 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

EverSource Wealth Advisors held 1,639 shares of STAG Industrial worth $62.4K as of Q2 2026.
EverSource Wealth Advisors bought 56 STAG Industrial shares in Q2 2026, an estimated $2.14K.
STAG Industrial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1630 holding.
EverSource Wealth Advisors first reported a position in STAG Industrial in Q2 2022 and has held it in 12 quarters since.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.