MV Capital Management’s STAG Industrial STAG Stock Holding History

MV Capital 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	–	Sell	-3	Closed	-$109	–	1320
2026 Q1	$109	Sell	3 -1	-25%	-$38	﹤0.01%	1124
2025 Q4	$148	Buy	4 +1	+33%	+$38	﹤0.01%	1058
2025 Q3	$106	Hold	3	–	–	﹤0.01%	999
2025 Q2	$109	Buy	+3	New	+$104	﹤0.01%	994
2023 Q3	–	Sell	-600	Closed	-$21.5K	–	681
2023 Q2	$21.5K	Hold	600	–	–	﹤0.01%	393
2023 Q1	$20.3K	Hold	600	–	–	﹤0.01%	400
2022 Q4	$19.4K	Hold	600	–	–	﹤0.01%	349
2022 Q3	$17K	Hold	600	–	–	﹤0.01%	359
2022 Q2	$19K	Hold	600	–	–	﹤0.01%	328
2022 Q1	$25K	Hold	600	–	–	﹤0.01%	308
2021 Q4	$29K	Hold	600	–	–	﹤0.01%	269
2021 Q3	$24K	Hold	600	–	–	﹤0.01%	286
2021 Q2	$22K	Buy	+600	New	+$21.9K	﹤0.01%	274

Other funds holding STAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MV Capital Management's STAG Position: Q2 2026 in Review

MV Capital Management sold out of STAG Industrial (STAG) in Q2 2026, closing a stake of 3 shares — an estimated $109 sold.

MV Capital Management first reported a position in STAG in Q2 2021 and held it in 13 quarters. The position peaked at $29K in Q4 2021. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

MV Capital Management reported no remaining STAG Industrial position as of Q2 2026 after selling out during the quarter.
MV Capital Management sold 3 STAG Industrial shares in Q2 2026, an estimated $109.
MV Capital Management first reported a position in STAG Industrial in Q2 2021 and held it in 13 quarters.
MV Capital Management's STAG Industrial position peaked at $29K in Q4 2021.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.