IWC
STAG icon

Integrated Wealth Concepts’s STAG Industrial STAG Stock Holding History

Integrated Wealth Concepts’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 		$718K Buy
+19,923
New +$755K 0.01% 1312
2025
Q4 		– Sell
-7,376
Closed -$260K – 2000
2025
Q3 		$260K Sell
7,376
-61
-0.8% -$2.17K ﹤0.01% 1709
2025
Q2 		$270K Sell
7,437
-12,318
-62% -$426K ﹤0.01% 1608
2025
Q1 		$714K Sell
19,755
-3,748
-16% -$131K 0.01% 987
2024
Q4 		$795K Buy
23,503
+4,846
+26% +$177K 0.01% 921
2024
Q3 		$729K Sell
18,657
-1,234
-6% -$48.4K 0.01% 929
2024
Q2 		$717K Sell
19,891
-503
-2% -$17.9K 0.01% 898
2024
Q1 		$784K Buy
20,394
+4
+0% +$152 0.01% 858
2023
Q4 		$800K Sell
20,390
-3,043
-13% -$108K 0.01% 810
2023
Q3 		$809K Buy
23,433
+1,005
+4% +$36.5K 0.01% 776
2023
Q2 		$805K Buy
22,428
+1,646
+8% +$56.9K 0.01% 770
2023
Q1 		$703K Buy
+20,782
New +$709K 0.01% 739
2022
Q2 		– Sell
-16,230
Closed -$671K – 1068
2022
Q1 		$671K Buy
16,230
+1,181
+8% +$48.8K 0.02% 500
2021
Q4 		$722K Buy
15,049
+331
+2% +$14.4K 0.02% 519
2021
Q3 		$578K Buy
14,718
+4,534
+45% +$185K 0.02% 547
2021
Q2 		$381K Buy
+10,184
New +$371K 0.01% 598
2020
Q4 		– Sell
-12,099
Closed -$369K – 648
2020
Q3 		$369K Sell
12,099
-299
-2% -$9.44K 0.02% 408
2020
Q2 		$364K Sell
12,398
-1,213
-9% -$31.9K 0.03% 354
2020
Q1 		$307K Buy
13,611
+1,956
+17% +$56.9K 0.03% 309
2019
Q4 		$368K Buy
+11,655
New +$357K 0.03% 319

Other funds holding STAG

BlackRock
BlackRock New York $5.72T 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

Integrated Wealth Concepts's STAG Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in STAG Industrial (STAG) in Q1 2026: 19,923 shares worth $718K. The stake represents 0.01% of the portfolio and ranks #1312 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in STAG as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in STAG in Q4 2019 and has held it in 20 quarters since. The position peaked at $809K in Q3 2023. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Integrated Wealth Concepts held 19,923 shares of STAG Industrial worth $718K as of Q1 2026.
  • STAG Industrial was a new Integrated Wealth Concepts position in Q1 2026.
  • STAG Industrial made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1312 holding.
  • Integrated Wealth Concepts first reported a position in STAG Industrial in Q4 2019 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's STAG Industrial position peaked at $809K in Q3 2023.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.