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Outlook Wealth Advisors’s STAG Industrial STAG Stock Holding History

Outlook Wealth 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
Q1 		– Sell
-9,302
Closed -$342K – 332
2025
Q4 		$342K Buy
9,302
+1,923
+26% +$73K 0.08% 218
2025
Q3 		$260K Sell
7,379
-44
-0.6% -$1.57K 0.06% 261
2025
Q2 		$269K Buy
7,423
+1
+0% +$35 0.07% 236
2025
Q1 		$268K Sell
7,422
-59
-0.8% -$2.06K 0.07% 233
2024
Q4 		$253K Sell
7,481
-12
-0.2% -$439 0.07% 229
2024
Q3 		$293K Sell
7,493
-170
-2% -$6.66K 0.08% 219
2024
Q2 		$276K Sell
7,663
-89
-1% -$3.17K 0.09% 229
2024
Q1 		$298K Sell
7,752
-667
-8% -$25.3K 0.09% 211
2023
Q4 		$331K Sell
8,419
-1,920
-19% -$68.2K 0.12% 159
2023
Q3 		$357K Buy
10,339
+252
+2% +$9.15K 0.14% 149
2023
Q2 		$362K Buy
+10,087
New +$349K 0.14% 148

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

Outlook Wealth Advisors's STAG Position: Q1 2026 in Review

Outlook Wealth Advisors sold out of STAG Industrial (STAG) in Q1 2026, closing a stake of 9,302 shares — an estimated $342K sold.

Outlook Wealth Advisors first reported a position in STAG in Q2 2023 and held it in 11 quarters. The position peaked at $362K in Q2 2023. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Outlook Wealth Advisors reported no remaining STAG Industrial position as of Q1 2026 after selling out during the quarter.
  • Outlook Wealth Advisors sold 9,302 STAG Industrial shares in Q1 2026, an estimated $342K.
  • Outlook Wealth Advisors first reported a position in STAG Industrial in Q2 2023 and held it in 11 quarters.
  • Outlook Wealth Advisors's STAG Industrial position peaked at $362K in Q2 2023.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.