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Measured Wealth Private Client Group’s STAG Industrial STAG Stock Holding History

Measured Wealth Private Client Group’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 		$28.9K Hold
759
– – 0.01% 416
2026
Q1 		$27.4K Hold
759
– – 0.01% 398
2025
Q4 		$27.9K Hold
759
– – 0.01% 403
2025
Q3 		$26.8K Buy
+759
New +$27.1K 0.01% 412
2018
Q4 		– Sell
-1,520
Closed -$42K – 619
2018
Q3 		$42K Buy
+1,520
New +$42.4K 0.03% 394

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

Measured Wealth Private Client Group's STAG Position: Q2 2026 in Review

Measured Wealth Private Client Group held its STAG Industrial (STAG) position steady in Q2 2026 at 759 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #416.

Measured Wealth Private Client Group first reported a position in STAG in Q3 2018 and has held it in 5 quarters since. The position peaked at $42K in Q3 2018. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Measured Wealth Private Client Group held 759 shares of STAG Industrial worth $28.9K as of Q2 2026.
  • Measured Wealth Private Client Group left its STAG Industrial share count unchanged in Q2 2026.
  • STAG Industrial made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #416 holding.
  • Measured Wealth Private Client Group first reported a position in STAG Industrial in Q3 2018 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's STAG Industrial position peaked at $42K in Q3 2018.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.