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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
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 $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

JPL Wealth Management's STAG Position: Q1 2026 in Review

JPL Wealth Management opened a new position in STAG Industrial (STAG) in Q1 2026: 100 shares worth $3.61K. The stake represents ﹤0.01% of the portfolio and ranks #780 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in STAG as recently as Q3 2025.

JPL Wealth Management first reported a position in STAG in Q3 2025 and has held it in 2 quarters since. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • JPL Wealth Management held 100 shares of STAG Industrial worth $3.61K as of Q1 2026.
  • STAG Industrial was a new JPL Wealth Management position in Q1 2026.
  • STAG Industrial made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #780 holding.
  • JPL Wealth Management first reported a position in STAG Industrial in Q3 2025 and has held it in 2 quarters since.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.