IAA
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Independent Advisor Alliance’s STAG Industrial STAG Stock Holding History

Independent Advisor Alliance’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 		$213K Sell
5,597
-1,092
-16% -$41.7K 0.01% 955
2026
Q1 		$241K Sell
6,689
-145
-2% -$5.5K ﹤0.01% 1425
2025
Q4 		$251K Sell
6,834
-274
-4% -$10.4K 0.01% 855
2025
Q3 		$251K Sell
7,108
-146
-2% -$5.21K 0.01% 815
2025
Q2 		$263K Buy
7,254
+431
+6% +$14.9K 0.01% 756
2025
Q1 		$246K Buy
6,823
+111
+2% +$3.87K 0.01% 712
2024
Q4 		$227K Sell
6,712
-220
-3% -$8.05K ﹤0.01% 1248
2024
Q3 		$271K Sell
6,932
-91
-1% -$3.57K 0.01% 593
2024
Q2 		$253K Sell
7,023
-1,579
-18% -$56.2K 0.01% 612
2024
Q1 		$331K Buy
8,602
+542
+7% +$20.5K 0.01% 549
2023
Q4 		$316K Buy
8,060
+238
+3% +$8.45K 0.01% 540
2023
Q3 		$270K Sell
7,822
-224
-3% -$8.13K 0.01% 538
2023
Q2 		$289K Sell
8,046
-127
-2% -$4.39K 0.01% 539
2023
Q1 		$276K Buy
+8,173
New +$279K 0.01% 532
2022
Q4 		– Sell
-7,873
Closed -$224K – 608
2022
Q3 		$224K Sell
7,873
-667
-8% -$21K 0.01% 556
2022
Q2 		$264K Sell
8,540
-300
-3% -$10.6K 0.01% 510
2022
Q1 		$366K Buy
8,840
+4,438
+101% +$183K 0.02% 472
2021
Q4 		$211K Buy
+4,402
New +$192K 0.01% 619

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

Independent Advisor Alliance's STAG Position: Q2 2026 in Review

Independent Advisor Alliance reduced its STAG Industrial (STAG) stake by 16% in Q2 2026, selling an estimated $41.7K and leaving 5,597 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #955.

Independent Advisor Alliance first reported a position in STAG in Q4 2021 and has held it in 18 quarters since. The position peaked at $366K in Q1 2022. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Independent Advisor Alliance held 5,597 shares of STAG Industrial worth $213K as of Q2 2026.
  • Independent Advisor Alliance sold 1,092 STAG Industrial shares in Q2 2026, an estimated $41.7K.
  • STAG Industrial made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #955 holding.
  • Independent Advisor Alliance first reported a position in STAG Industrial in Q4 2021 and has held it in 18 quarters since.
  • Independent Advisor Alliance's STAG Industrial position peaked at $366K in Q1 2022.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.