Orion Portfolio Solutions’s STAG Industrial STAG Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$2.61M	Buy	72,231 +5,786	+9%	+$202K	0.03%	585
2024 Q4	$2.25M	Buy	66,445 +2,372	+4%	+$86.8K	0.02%	641
2024 Q3	$2.5M	Sell	64,073 -4,911	-7%	-$192K	0.02%	579
2024 Q2	$2.49M	Sell	68,984 -8,460	-11%	-$301K	0.03%	548
2024 Q1	$2.98M	Sell	77,444 -8,466	-10%	-$321K	0.03%	481
2023 Q4	$3.35M	Sell	85,910 -5,330	-6%	-$189K	0.04%	412
2023 Q3	$3.15M	Sell	91,240 -10,846	-11%	-$394K	0.04%	415
2023 Q2	$3.66M	Sell	102,086 -1,621	-2%	-$56K	0.04%	411
2023 Q1	$3.51M	Buy	103,707 +71,636	+223%	+$2.44M	0.04%	367
2022 Q4	$1.04M	Buy	+32,071	New	+$1M	0.04%	301
2020 Q1	–	Sell	-333	Closed	-$11K	–	2284
2019 Q4	$11K	Buy	+333	New	+$10.2K	﹤0.01%	971

Other funds holding STAG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Orion Portfolio Solutions's STAG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its STAG Industrial (STAG) stake by 8.7% in Q1 2025, buying an estimated $202K and bringing the position to 72,231 shares worth $2.61M. The position accounts for 0.03% of the portfolio, ranked #585.

Orion Portfolio Solutions first reported a position in STAG in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.66M in Q2 2023. 519 funds tracked by Wall St. Rank hold STAG as of Q1 2025.

Orion Portfolio Solutions held 72,231 shares of STAG Industrial worth $2.61M as of Q1 2025.
Orion Portfolio Solutions bought 5,786 STAG Industrial shares in Q1 2025, an estimated $202K.
STAG Industrial made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #585 holding.
Orion Portfolio Solutions first reported a position in STAG Industrial in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's STAG Industrial position peaked at $3.66M in Q2 2023.
519 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.