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Mount Yale Investment Advisors’s STAG Industrial STAG Stock Holding History

Mount Yale Investment Advisors’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 		$390K Buy
10,236
+513
+5% +$19.6K 0.01% 879
2026
Q1 		$351K Buy
+9,723
New +$369K 0.01% 829
2025
Q3 		– Sell
-9,375
Closed -$340K – 1486
2025
Q2 		$340K Buy
9,375
+154
+2% +$5.33K 0.03% 423
2025
Q1 		$333K Sell
9,221
-41
-0.4% -$1.43K 0.03% 410
2024
Q4 		$313K Buy
9,262
+1,369
+17% +$50.1K 0.03% 432
2024
Q3 		$309K Sell
7,893
-44
-0.6% -$1.73K 0.03% 426
2024
Q2 		$286K Sell
7,937
-84
-1% -$2.99K 0.02% 444
2024
Q1 		$308K Sell
8,021
-164
-2% -$6.22K 0.02% 442
2023
Q4 		$321K Sell
8,185
-61
-0.7% -$2.17K 0.03% 400
2023
Q3 		$285K Sell
8,246
-191
-2% -$6.93K 0.03% 399
2023
Q2 		$303K Sell
8,437
-122
-1% -$4.22K 0.03% 387
2023
Q1 		$289K Buy
8,559
+1,179
+16% +$40.2K 0.03% 386
2022
Q4 		$238K Sell
7,380
-472
-6% -$14.8K 0.03% 406
2022
Q3 		$223K Sell
7,852
-100
-1% -$3.15K 0.03% 400
2022
Q2 		$246K Buy
7,952
+759
+11% +$26.9K 0.03% 406
2022
Q1 		$297K Sell
7,193
-58
-0.8% -$2.39K 0.03% 368
2021
Q4 		$348K Sell
7,251
-116
-2% -$5.05K 0.04% 337
2021
Q3 		$289K Buy
7,367
+1,780
+32% +$72.7K 0.03% 358
2021
Q2 		$209K Buy
+5,587
New +$204K 0.03% 405
2018
Q4 		– Sell
-4,505
Closed -$119K – 709
2018
Q3 		$119K Buy
4,505
+810
+22% +$22.6K 0.02% 387
2018
Q2 		$101K Hold
3,695
– – 0.02% 456
2018
Q1 		$88K Buy
+3,695
New +$90.1K 0.02% 493

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's STAG Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its STAG Industrial (STAG) stake by 5.3% in Q2 2026, buying an estimated $19.6K and bringing the position to 10,236 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #879.

Mount Yale Investment Advisors first reported a position in STAG in Q1 2018 and has held it in 22 quarters since. 549 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Mount Yale Investment Advisors held 10,236 shares of STAG Industrial worth $390K as of Q2 2026.
  • Mount Yale Investment Advisors bought 513 STAG Industrial shares in Q2 2026, an estimated $19.6K.
  • STAG Industrial made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #879 holding.
  • Mount Yale Investment Advisors first reported a position in STAG Industrial in Q1 2018 and has held it in 22 quarters since.
  • 549 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.