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Horizons Wealth Management’s STAG Industrial STAG Stock Holding History

Horizons 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
Q1 		$216 Hold
6
– – ﹤0.01% 170
2025
Q4 		$221 Hold
6
– – ﹤0.01% 169
2025
Q3 		$212 Hold
6
– – ﹤0.01% 169
2025
Q2 		$218 Hold
6
– – ﹤0.01% 178
2025
Q1 		$217 Hold
6
– – ﹤0.01% 179
2024
Q4 		$203 Hold
6
– – ﹤0.01% 171
2024
Q3 		$235 Hold
6
– – ﹤0.01% 172
2024
Q2 		$235 Hold
6
– – ﹤0.01% 174
2024
Q1 		$236 Hold
6
– – ﹤0.01% 181
2023
Q4 		$236 Hold
6
– – ﹤0.01% 181
2023
Q3 		$207 Hold
6
– – ﹤0.01% 185
2023
Q2 		$215 Hold
6
– – ﹤0.01% 212
2023
Q1 		$203 Hold
6
– – ﹤0.01% 168
2022
Q4 		$0 Buy
+6
New +$188 ﹤0.01% 176

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Horizons Wealth Management's STAG Position: Q1 2026 in Review

Horizons Wealth Management held its STAG Industrial (STAG) position steady in Q1 2026 at 6 shares worth $216. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Horizons Wealth Management first reported a position in STAG in Q4 2022 and has held it in 14 quarters since. The position peaked at $236 in Q1 2024. 535 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Horizons Wealth Management held 6 shares of STAG Industrial worth $216 as of Q1 2026.
  • Horizons Wealth Management left its STAG Industrial share count unchanged in Q1 2026.
  • STAG Industrial made up ﹤0.01% of Horizons Wealth Management's portfolio in Q1 2026, its #170 holding.
  • Horizons Wealth Management first reported a position in STAG Industrial in Q4 2022 and has held it in 14 quarters since.
  • Horizons Wealth Management's STAG Industrial position peaked at $236 in Q1 2024.
  • 535 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.