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Evolve Private Wealth’s STAG Industrial STAG Stock Holding History

Evolve Private Wealth’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 		$273K Buy
+7,105
New +$272K 0.02% 779

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

Evolve Private Wealth's STAG Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in STAG Industrial (STAG) in Q2 2026: 7,105 shares worth $273K. The stake represents 0.02% of the portfolio and ranks #779 among its holdings.

547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Evolve Private Wealth held 7,105 shares of STAG Industrial worth $273K as of Q2 2026.
  • STAG Industrial was a new Evolve Private Wealth position in Q2 2026.
  • STAG Industrial made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #779 holding.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.