GWMI
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Guardian Wealth Management (Illinois)’s STAG Industrial STAG Stock Holding History

Guardian Wealth Management (Illinois)’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 		$2.14M Buy
56,342
+2,529
+5% +$96.6K 1.05% 36
2026
Q1 		$1.94M Buy
53,813
+2,641
+5% +$100K 1.06% 35
2025
Q4 		$1.88M Sell
51,172
-592
-1% -$22.5K 1.1% 33
2025
Q3 		$1.83M Buy
51,764
+1,866
+4% +$66.5K 1.08% 35
2025
Q2 		$1.81M Buy
49,898
+797
+2% +$27.6K 1.21% 34
2025
Q1 		$1.77M Buy
49,101
+5,767
+13% +$201K 1.18% 34
2024
Q4 		$1.47M Sell
43,334
-3,112
-7% -$114K 1% 35
2024
Q3 		$1.82M Buy
46,446
+965
+2% +$37.8K 1.28% 29
2024
Q2 		$1.64M Buy
45,481
+911
+2% +$32.4K 1.25% 29
2024
Q1 		$1.71M Sell
44,570
-1,247
-3% -$47.3K 1.32% 30
2023
Q4 		$1.8M Buy
45,817
+205
+0.4% +$7.28K 1.52% 27
2023
Q3 		$1.57M Buy
45,612
+301
+0.7% +$10.9K 1.47% 29
2023
Q2 		$1.63M Buy
45,311
+1,552
+4% +$53.6K 1.48% 29
2023
Q1 		$1.48M Buy
43,759
+1,690
+4% +$57.6K 1.43% 28
2022
Q4 		$1.36M Sell
42,069
-768
-2% -$24.1K 1.34% 28
2022
Q3 		$1.22M Buy
42,837
+1,399
+3% +$44.1K 1.38% 29
2022
Q2 		$1.28M Buy
41,438
+2,326
+6% +$82.5K 1.38% 32
2022
Q1 		$1.62M Buy
39,112
+658
+2% +$27.2K 1.61% 25
2021
Q4 		$1.84M Buy
+38,454
New +$1.68M 1.78% 21

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

Guardian Wealth Management (Illinois)'s STAG Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) increased its STAG Industrial (STAG) stake by 4.7% in Q2 2026, buying an estimated $96.6K and bringing the position to 56,342 shares worth $2.14M. The position accounts for 1.05% of the portfolio, ranked #36.

Guardian Wealth Management (Illinois) first reported a position in STAG in Q4 2021 and has held it in 19 quarters since. 548 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 56,342 shares of STAG Industrial worth $2.14M as of Q2 2026.
  • Guardian Wealth Management (Illinois) bought 2,529 STAG Industrial shares in Q2 2026, an estimated $96.6K.
  • STAG Industrial made up 1.05% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #36 holding.
  • Guardian Wealth Management (Illinois) first reported a position in STAG Industrial in Q4 2021 and has held it in 19 quarters since.
  • 548 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.