HWA
STAG icon

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

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return