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 Q3	$1.02M	Buy	28,587 +1,774	+7%	+$67.5K	0.03%	378
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Moran Wealth Management's STAG Position: Q3 2026 in Review

Moran Wealth Management increased its STAG Industrial (STAG) stake by 6.6% in Q3 2026, buying an estimated $67.5K and bringing the position to 28,587 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #378.

Moran Wealth Management first reported a position in STAG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.53M in Q4 2023. 332 funds tracked by Wall St. Rank hold STAG as of Q3 2026.

Moran Wealth Management held 28,587 shares of STAG Industrial worth $1.02M as of Q3 2026.
Moran Wealth Management bought 1,774 STAG Industrial shares in Q3 2026, an estimated $67.5K.
STAG Industrial made up 0.03% of Moran Wealth Management's portfolio in Q3 2026, its #378 holding.
Moran Wealth Management first reported a position in STAG Industrial in Q4 2023 and has held it in 12 quarters since.
Moran Wealth Management's STAG Industrial position peaked at $1.53M in Q4 2023.
332 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.