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Legacy Wealth Management (Idaho)’s STAG Industrial STAG Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-10
Closed -$355 – 1061
2025
Q4 		$355 Hold
10
– – ﹤0.01% 841
2025
Q3 		$337 Buy
+10
New +$357 ﹤0.01% 711

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

Legacy Wealth Management (Idaho)'s STAG Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) sold out of STAG Industrial (STAG) in Q1 2026, closing a stake of 10 shares — an estimated $355 sold.

Legacy Wealth Management (Idaho) first reported a position in STAG in Q3 2025 and held it in 2 quarters. The position peaked at $355 in Q4 2025. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Legacy Wealth Management (Idaho) reported no remaining STAG Industrial position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 10 STAG Industrial shares in Q1 2026, an estimated $355.
  • Legacy Wealth Management (Idaho) first reported a position in STAG Industrial in Q3 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s STAG Industrial position peaked at $355 in Q4 2025.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.