Intentional Wealth Strategies’s STAG Industrial STAG Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-15	Closed	-$538	–	785
2026 Q1	$538	Buy	+15	New	+$569	﹤0.01%	848

Other funds holding STAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Intentional Wealth Strategies's STAG Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of STAG Industrial (STAG) in Q2 2026, closing a stake of 15 shares — an estimated $538 sold.

Intentional Wealth Strategies first reported a position in STAG in Q1 2026 and held it in 1 quarter. The position peaked at $538 in Q1 2026. 513 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Intentional Wealth Strategies reported no remaining STAG Industrial position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 15 STAG Industrial shares in Q2 2026, an estimated $538.
Intentional Wealth Strategies first reported a position in STAG Industrial in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's STAG Industrial position peaked at $538 in Q1 2026.
513 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.