HWM
STAG icon

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 $5.7T 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