NW
STAG icon

NewEdge Wealth’s STAG Industrial STAG Stock Holding History

NewEdge 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
Q1 		$261K Sell
7,226
-405
-5% -$15.4K ﹤0.01% 1008
2025
Q4 		$280K Sell
7,631
-49
-0.6% -$1.86K ﹤0.01% 1045
2025
Q3 		$297K Hold
7,680
– – ﹤0.01% 878
2025
Q2 		$268K Sell
7,680
-200
-3% -$6.92K ﹤0.01% 863
2025
Q1 		$285K Buy
+7,880
New +$275K 0.01% 784

Other funds holding STAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

NewEdge Wealth's STAG Position: Q1 2026 in Review

NewEdge Wealth reduced its STAG Industrial (STAG) stake by 5.3% in Q1 2026, selling an estimated $15.4K and leaving 7,226 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

NewEdge Wealth first reported a position in STAG in Q1 2025 and has held it in 5 quarters since. The position peaked at $297K in Q3 2025. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • NewEdge Wealth held 7,226 shares of STAG Industrial worth $261K as of Q1 2026.
  • NewEdge Wealth sold 405 STAG Industrial shares in Q1 2026, an estimated $15.4K.
  • STAG Industrial made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1008 holding.
  • NewEdge Wealth first reported a position in STAG Industrial in Q1 2025 and has held it in 5 quarters since.
  • NewEdge Wealth's STAG Industrial position peaked at $297K in Q3 2025.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.