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JPL Wealth Management’s STAG Industrial STAG Stock Holding History

JPL 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 		$3.81K Hold
100
– – ﹤0.01% 850
2026
Q1 		$3.61K Buy
+100
New +$3.79K ﹤0.01% 780
2025
Q4 		– Sell
-100
Closed -$3.53K – 992
2025
Q3 		$3.53K Buy
+100
New +$3.57K ﹤0.01% 729

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

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

JPL Wealth Management held its STAG Industrial (STAG) position steady in Q2 2026 at 100 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

JPL Wealth Management first reported a position in STAG in Q3 2025 and has held it in 3 quarters since. 548 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • JPL Wealth Management held 100 shares of STAG Industrial worth $3.81K as of Q2 2026.
  • JPL Wealth Management left its STAG Industrial share count unchanged in Q2 2026.
  • STAG Industrial made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #850 holding.
  • JPL Wealth Management first reported a position in STAG Industrial in Q3 2025 and has held it in 3 quarters since.
  • 548 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.