MWM
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Moran Wealth Management’s STAG Industrial STAG Stock Holding History

Moran 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 		$977K Sell
27,087
-9,343
-26% -$354K 0.03% 371
2025
Q4 		$1.34M Sell
36,430
-58
-0.2% -$2.2K 0.04% 331
2025
Q3 		$1.29M Sell
36,488
-475
-1% -$16.9K 0.04% 318
2025
Q2 		$1.34M Buy
36,963
+164
+0.4% +$5.67K 0.04% 306
2025
Q1 		$1.33M Buy
36,799
+436
+1% +$15.2K 0.04% 292
2024
Q4 		$1.23M Sell
36,363
-1,321
-4% -$48.3K 0.04% 282
2024
Q3 		$1.47M Buy
37,684
+122
+0.3% +$4.78K 0.05% 280
2024
Q2 		$1.35M Sell
37,562
-1,344
-3% -$47.8K 0.04% 270
2024
Q1 		$1.5M Buy
38,906
+40
+0.1% +$1.52K 0.05% 270
2023
Q4 		$1.53M Buy
+38,866
New +$1.38M 0.05% 270

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

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

Moran Wealth Management reduced its STAG Industrial (STAG) stake by 26% in Q1 2026, selling an estimated $354K and leaving 27,087 shares worth $977K. The position accounts for 0.03% of the portfolio, ranked #371.

Moran Wealth Management first reported a position in STAG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.53M in Q4 2023. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Moran Wealth Management held 27,087 shares of STAG Industrial worth $977K as of Q1 2026.
  • Moran Wealth Management sold 9,343 STAG Industrial shares in Q1 2026, an estimated $354K.
  • STAG Industrial made up 0.03% of Moran Wealth Management's portfolio in Q1 2026, its #371 holding.
  • Moran Wealth Management first reported a position in STAG Industrial in Q4 2023 and has held it in 10 quarters since.
  • Moran Wealth Management's STAG Industrial position peaked at $1.53M in Q4 2023.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.