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
Q2 		$1.02M Sell
26,813
-274
-1% -$10.5K 0.03% 388
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 $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

Moran Wealth Management's STAG Position: Q2 2026 in Review

Moran Wealth Management reduced its STAG Industrial (STAG) stake by 1% in Q2 2026, selling an estimated $10.5K and leaving 26,813 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #388.

Moran Wealth Management first reported a position in STAG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.53M in Q4 2023. 548 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Moran Wealth Management held 26,813 shares of STAG Industrial worth $1.02M as of Q2 2026.
  • Moran Wealth Management sold 274 STAG Industrial shares in Q2 2026, an estimated $10.5K.
  • STAG Industrial made up 0.03% of Moran Wealth Management's portfolio in Q2 2026, its #388 holding.
  • Moran Wealth Management first reported a position in STAG Industrial in Q4 2023 and has held it in 11 quarters since.
  • Moran Wealth Management's STAG Industrial position peaked at $1.53M in Q4 2023.
  • 548 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.