Fulcrum Asset Management’s STAG Industrial STAG Stock Holding History

Fulcrum Asset Management’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	$77.1K	Hold	1,968	–	–	0.01%	530
2026 Q1	$71K	Hold	1,968	–	–	0.01%	176
2025 Q4	$73.2K	Hold	1,968	–	–	0.02%	148
2025 Q3	$69.5K	Hold	1,968	–	–	0.02%	145
2025 Q2	$71.4K	Buy	+1,968	New	+$68.1K	0.02%	157
2022 Q1	–	Hold	0	–	–	–	61
2021 Q4	–	Hold	0	–	–	–	96
2021 Q3	–	Hold	0	–	–	–	97
2021 Q2	–	Hold	0	–	–	–	113
2021 Q1	–	Hold	0	–	–	–	80
2020 Q4	–	Hold	0	–	–	–	64
2020 Q3	–	Sell	-56,463	Closed	-$1.78M	–	26
2020 Q2	$1.73M	Buy	+56,463	New	+$1.49M	0.58%	65

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

Fulcrum Asset Management's STAG Position: Q2 2026 in Review

Fulcrum Asset Management held its STAG Industrial (STAG) position steady in Q2 2026 at 1,968 shares worth $77.1K. The position accounts for 0.01% of the portfolio, ranked #530.

Fulcrum Asset Management first reported a position in STAG in Q2 2020 and has held it in 6 quarters since. The position peaked at $1.73M in Q2 2020. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Fulcrum Asset Management held 1,968 shares of STAG Industrial worth $77.1K as of Q2 2026.
Fulcrum Asset Management left its STAG Industrial share count unchanged in Q2 2026.
STAG Industrial made up 0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #530 holding.
Fulcrum Asset Management first reported a position in STAG Industrial in Q2 2020 and has held it in 6 quarters since.
Fulcrum Asset Management's STAG Industrial position peaked at $1.73M in Q2 2020.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.