HNW
STAG icon

High Note Wealth’s STAG Industrial STAG Stock Holding History

High Note Wealth’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 		$4.45K Sell
117
-1
-0.8% -$38 ﹤0.01% 641
2026
Q1 		$4.25K Sell
118
-2
-2% -$76 ﹤0.01% 603
2025
Q4 		$4.41K Buy
120
+3
+3% +$114 ﹤0.01% 564
2025
Q3 		$4.13K Buy
117
+61
+109% +$2.17K ﹤0.01% 553
2025
Q2 		$2.03K Buy
+56
New +$1.94K ﹤0.01% 652

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

High Note Wealth's STAG Position: Q2 2026 in Review

High Note Wealth reduced its STAG Industrial (STAG) stake by 0.85% in Q2 2026, selling an estimated $38 and leaving 117 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

High Note Wealth first reported a position in STAG in Q2 2025 and has held it in 5 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • High Note Wealth held 117 shares of STAG Industrial worth $4.45K as of Q2 2026.
  • High Note Wealth sold 1 STAG Industrial share in Q2 2026, an estimated $38.
  • STAG Industrial made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #641 holding.
  • High Note Wealth first reported a position in STAG Industrial in Q2 2025 and has held it in 5 quarters since.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.