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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
Q2 		$282K Buy
7,421
+195
+3% +$7.45K ﹤0.01% 1060
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 $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

NewEdge Wealth's STAG Position: Q2 2026 in Review

NewEdge Wealth increased its STAG Industrial (STAG) stake by 2.7% in Q2 2026, buying an estimated $7.45K and bringing the position to 7,421 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

NewEdge Wealth first reported a position in STAG in Q1 2025 and has held it in 6 quarters since. The position peaked at $297K in Q3 2025. 548 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • NewEdge Wealth held 7,421 shares of STAG Industrial worth $282K as of Q2 2026.
  • NewEdge Wealth bought 195 STAG Industrial shares in Q2 2026, an estimated $7.45K.
  • STAG Industrial made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1060 holding.
  • NewEdge Wealth first reported a position in STAG Industrial in Q1 2025 and has held it in 6 quarters since.
  • NewEdge Wealth's STAG Industrial position peaked at $297K in Q3 2025.
  • 548 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.