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Garton & Associates Financial Advisors’s STAG Industrial STAG Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-134
Closed -$4.93K – 620
2025
Q4 		$4.93K Buy
+134
New +$5.09K ﹤0.01% 1000

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Garton & Associates Financial Advisors's STAG Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of STAG Industrial (STAG) in Q1 2026, closing a stake of 134 shares — an estimated $4.93K sold.

Garton & Associates Financial Advisors first reported a position in STAG in Q4 2025 and held it in 1 quarter. The position peaked at $4.93K in Q4 2025. 533 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining STAG Industrial position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 134 STAG Industrial shares in Q1 2026, an estimated $4.93K.
  • Garton & Associates Financial Advisors first reported a position in STAG Industrial in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's STAG Industrial position peaked at $4.93K in Q4 2025.
  • 533 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.