Focus Partners Wealth
STAG icon

Focus Partners Wealth’s STAG Industrial STAG Stock Holding History

Focus Partners 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
Q1 		$303K Sell
8,392
-2,285
-21% -$86.6K ﹤0.01% 2195
2025
Q4 		$392K Buy
+10,677
New +$405K ﹤0.01% 2065
2025
Q3 		– Sell
-5,623
Closed -$204K – 2304
2025
Q2 		$204K Buy
+5,623
New +$194K ﹤0.01% 1871

Other funds holding STAG

BlackRock
BlackRock New York $5.72T 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

Focus Partners Wealth's STAG Position: Q1 2026 in Review

Focus Partners Wealth reduced its STAG Industrial (STAG) stake by 21% in Q1 2026, selling an estimated $86.6K and leaving 8,392 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

Focus Partners Wealth first reported a position in STAG in Q2 2025 and has held it in 3 quarters since. The position peaked at $392K in Q4 2025. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Focus Partners Wealth held 8,392 shares of STAG Industrial worth $303K as of Q1 2026.
  • Focus Partners Wealth sold 2,285 STAG Industrial shares in Q1 2026, an estimated $86.6K.
  • STAG Industrial made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2195 holding.
  • Focus Partners Wealth first reported a position in STAG Industrial in Q2 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's STAG Industrial position peaked at $392K in Q4 2025.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.