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Morton Brown Family Wealth’s STAG Industrial STAG Stock Holding History

Morton Brown Family Wealth’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 		$1.14K Hold
30
– – ﹤0.01% 297
2026
Q1 		$1.08K Hold
30
– – ﹤0.01% 266
2025
Q4 		$1.1K Buy
+30
New +$1.14K ﹤0.01% 272

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

Morton Brown Family Wealth's STAG Position: Q2 2026 in Review

Morton Brown Family Wealth held its STAG Industrial (STAG) position steady in Q2 2026 at 30 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Morton Brown Family Wealth first reported a position in STAG in Q4 2025 and has held it in 3 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Morton Brown Family Wealth held 30 shares of STAG Industrial worth $1.14K as of Q2 2026.
  • Morton Brown Family Wealth left its STAG Industrial share count unchanged in Q2 2026.
  • STAG Industrial made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #297 holding.
  • Morton Brown Family Wealth first reported a position in STAG Industrial in Q4 2025 and has held it in 3 quarters since.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.