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HHM Wealth Advisors’s STAG Industrial STAG Stock Holding History

HHM 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
Q2 		$30.1K Hold
790
– – ﹤0.01% 461
2026
Q1 		$28.5K Hold
790
– – ﹤0.01% 454
2025
Q4 		$29K Hold
790
– – ﹤0.01% 440
2025
Q3 		$27.9K Hold
790
– – ﹤0.01% 456
2025
Q2 		$28.7K Hold
790
– – ﹤0.01% 457
2025
Q1 		$28.5K Hold
790
– – ﹤0.01% 457
2024
Q4 		$26.7K Hold
790
– – ﹤0.01% 452
2024
Q3 		$30.9K Hold
790
– – ﹤0.01% 410
2024
Q2 		$28.5K Hold
790
– – ﹤0.01% 408
2024
Q1 		$30.4K Hold
790
– – 0.01% 355
2023
Q4 		$31K Buy
+790
New +$28K 0.01% 354

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

HHM Wealth Advisors's STAG Position: Q2 2026 in Review

HHM Wealth Advisors held its STAG Industrial (STAG) position steady in Q2 2026 at 790 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

HHM Wealth Advisors first reported a position in STAG in Q4 2023 and has held it in 11 quarters since. The position peaked at $31K in Q4 2023. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • HHM Wealth Advisors held 790 shares of STAG Industrial worth $30.1K as of Q2 2026.
  • HHM Wealth Advisors left its STAG Industrial share count unchanged in Q2 2026.
  • STAG Industrial made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #461 holding.
  • HHM Wealth Advisors first reported a position in STAG Industrial in Q4 2023 and has held it in 11 quarters since.
  • HHM Wealth Advisors's STAG Industrial position peaked at $31K in Q4 2023.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.