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

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
VWMG
Virginia Wealth Management Group Virginia Beach, Virginia $201M AUM 12.48% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 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. 124 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.
  • 124 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.