HWA
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Heritage Wealth Advisors’s STAG Industrial STAG Stock Holding History

Heritage Wealth 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 		$21.6K Hold
600
– – ﹤0.01% 427
2025
Q4 		$22.1K Hold
600
– – ﹤0.01% 398
2025
Q3 		$21.2K Hold
600
– – ﹤0.01% 374
2025
Q2 		$21.8K Hold
600
– – ﹤0.01% 366
2025
Q1 		$21.7K Hold
600
– – ﹤0.01% 365
2024
Q4 		$20.3K Hold
600
– – ﹤0.01% 386
2024
Q3 		$23.5K Hold
600
– – ﹤0.01% 386
2024
Q2 		$21.6K Hold
600
– – ﹤0.01% 373
2024
Q1 		$23.1K Hold
600
– – ﹤0.01% 387
2023
Q4 		$23.6K Buy
600
+100
+20% +$3.55K ﹤0.01% 398
2023
Q3 		$17.3K Buy
500
+100
+25% +$3.63K ﹤0.01% 390
2023
Q2 		$14.4K Hold
400
– – ﹤0.01% 416
2023
Q1 		$13.5K Buy
+400
New +$13.6K ﹤0.01% 425

Other funds holding STAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Heritage Wealth Advisors's STAG Position: Q1 2026 in Review

Heritage Wealth Advisors held its STAG Industrial (STAG) position steady in Q1 2026 at 600 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Heritage Wealth Advisors first reported a position in STAG in Q1 2023 and has held it in 13 quarters since. The position peaked at $23.6K in Q4 2023. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Heritage Wealth Advisors held 600 shares of STAG Industrial worth $21.6K as of Q1 2026.
  • Heritage Wealth Advisors left its STAG Industrial share count unchanged in Q1 2026.
  • STAG Industrial made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #427 holding.
  • Heritage Wealth Advisors first reported a position in STAG Industrial in Q1 2023 and has held it in 13 quarters since.
  • Heritage Wealth Advisors's STAG Industrial position peaked at $23.6K in Q4 2023.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.