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Montag & Associates’s STAG Industrial STAG Stock Holding History

Montag & Associates’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 		$1.52K Hold
40
– – ﹤0.01% 896
2026
Q1 		$1.45K Hold
40
– – ﹤0.01% 872
2025
Q4 		$1.46K Hold
40
– – ﹤0.01% 895
2025
Q3 		$1.41K Hold
40
– – ﹤0.01% 966
2025
Q2 		$1.44K Hold
40
– – ﹤0.01% 886
2025
Q1 		$1.44K Hold
40
– – ﹤0.01% 922
2024
Q4 		$1.35K Hold
40
– – ﹤0.01% 922
2024
Q3 		$1.56K Hold
40
– – ﹤0.01% 935
2024
Q2 		$1.44K Hold
40
– – ﹤0.01% 896
2024
Q1 		$1.53K Buy
+40
New +$1.52K ﹤0.01% 885

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

Montag & Associates's STAG Position: Q2 2026 in Review

Montag & Associates held its STAG Industrial (STAG) position steady in Q2 2026 at 40 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Montag & Associates first reported a position in STAG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.56K in Q3 2024. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Montag & Associates held 40 shares of STAG Industrial worth $1.52K as of Q2 2026.
  • Montag & Associates left its STAG Industrial share count unchanged in Q2 2026.
  • STAG Industrial made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #896 holding.
  • Montag & Associates first reported a position in STAG Industrial in Q1 2024 and has held it in 10 quarters since.
  • Montag & Associates's STAG Industrial position peaked at $1.56K in Q3 2024.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.