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HB Wealth Management’s STAG Industrial STAG Stock Holding History

HB Wealth 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 		$323K Sell
8,490
-156
-2% -$5.96K ﹤0.01% 1339
2026
Q1 		$312K Buy
8,646
+68
+0.8% +$2.58K ﹤0.01% 1218
2025
Q4 		$315K Buy
8,578
+1,006
+13% +$38.2K ﹤0.01% 1114
2025
Q3 		$267K Buy
7,572
+227
+3% +$8.09K ﹤0.01% 1132
2025
Q2 		$266K Sell
7,345
-1,306
-15% -$45.2K ﹤0.01% 987
2025
Q1 		$312K Sell
8,651
-43
-0.5% -$1.5K ﹤0.01% 949
2024
Q4 		$294K Buy
+8,694
New +$318K ﹤0.01% 822

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

HB Wealth Management's STAG Position: Q2 2026 in Review

HB Wealth Management reduced its STAG Industrial (STAG) stake by 1.8% in Q2 2026, selling an estimated $5.96K and leaving 8,490 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

HB Wealth Management first reported a position in STAG in Q4 2024 and has held it in 7 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • HB Wealth Management held 8,490 shares of STAG Industrial worth $323K as of Q2 2026.
  • HB Wealth Management sold 156 STAG Industrial shares in Q2 2026, an estimated $5.96K.
  • STAG Industrial made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1339 holding.
  • HB Wealth Management first reported a position in STAG Industrial in Q4 2024 and has held it in 7 quarters since.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.