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Foundations Investment Advisors’s STAG Industrial STAG Stock Holding History

Foundations Investment 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 		– Sell
-5,909
Closed -$213K – 1300
2026
Q1 		$213K Buy
+5,909
New +$224K ﹤0.01% 1082
2025
Q3 		– Sell
-7,703
Closed -$279K – 1094
2025
Q2 		$279K Sell
7,703
-12,079
-61% -$418K ﹤0.01% 766
2025
Q1 		$715K Buy
19,782
+8,377
+73% +$292K 0.01% 484
2024
Q4 		$386K Buy
11,405
+1,544
+16% +$56.5K 0.01% 597
2024
Q3 		$385K Buy
+9,861
New +$386K 0.01% 578

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's STAG Position: Q2 2026 in Review

Foundations Investment Advisors sold out of STAG Industrial (STAG) in Q2 2026, closing a stake of 5,909 shares — an estimated $213K sold.

Foundations Investment Advisors first reported a position in STAG in Q3 2024 and held it in 5 quarters. The position peaked at $715K in Q1 2025. 550 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Foundations Investment Advisors reported no remaining STAG Industrial position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 5,909 STAG Industrial shares in Q2 2026, an estimated $213K.
  • Foundations Investment Advisors first reported a position in STAG Industrial in Q3 2024 and held it in 5 quarters.
  • Foundations Investment Advisors's STAG Industrial position peaked at $715K in Q1 2025.
  • 550 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.