JWM
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Jeppson Wealth Management’s STAG Industrial STAG Stock Holding History

Jeppson 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
Q2 		$842K Hold
22,134
– – 0.25% 90
2026
Q1 		$798K Sell
22,134
-235
-1% -$8.91K 0.25% 90
2025
Q4 		$822K Sell
22,369
-275
-1% -$10.4K 0.26% 89
2025
Q3 		$799K Sell
22,644
-460
-2% -$16.4K 0.25% 87
2025
Q2 		$838K Sell
23,104
-1,485
-6% -$51.4K 0.29% 82
2025
Q1 		$888K Sell
24,589
-117
-0.5% -$4.08K 0.33% 81
2024
Q4 		$836K Sell
24,706
-63
-0.3% -$2.31K 0.3% 82
2024
Q3 		$968K Sell
24,769
-25
-0.1% -$980 0.35% 75
2024
Q2 		$894K Sell
24,794
-508
-2% -$18.1K 0.34% 72
2024
Q1 		$973K Buy
25,302
+133
+0.5% +$5.04K 0.38% 71
2023
Q4 		$988K Buy
25,169
+50
+0.2% +$1.77K 0.41% 72
2023
Q3 		$867K Buy
25,119
+255
+1% +$9.26K 0.4% 69
2023
Q2 		$892K Buy
24,864
+1,370
+6% +$47.4K 0.39% 69
2023
Q1 		$795K Buy
23,494
+3,547
+18% +$121K 0.35% 71
2022
Q4 		$644K Buy
19,947
+2,825
+16% +$88.5K 0.27% 84
2022
Q3 		$487K Buy
+17,122
New +$539K 0.22% 97

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

Jeppson Wealth Management's STAG Position: Q2 2026 in Review

Jeppson Wealth Management held its STAG Industrial (STAG) position steady in Q2 2026 at 22,134 shares worth $842K. The position accounts for 0.25% of the portfolio, ranked #90.

Jeppson Wealth Management first reported a position in STAG in Q3 2022 and has held it in 16 quarters since. The position peaked at $988K in Q4 2023. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Jeppson Wealth Management held 22,134 shares of STAG Industrial worth $842K as of Q2 2026.
  • Jeppson Wealth Management left its STAG Industrial share count unchanged in Q2 2026.
  • STAG Industrial made up 0.25% of Jeppson Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Jeppson Wealth Management first reported a position in STAG Industrial in Q3 2022 and has held it in 16 quarters since.
  • Jeppson Wealth Management's STAG Industrial position peaked at $988K in Q4 2023.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.