PMWMG
STAG icon

Parr McKnight Wealth Management Group’s STAG Industrial STAG Stock Holding History

Parr McKnight Wealth Management Group’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
-33,610
Closed -$1.24M – 242
2025
Q4 		$1.24M Sell
33,610
-4,490
-12% -$170K 0.16% 140
2025
Q3 		$1.34M Buy
38,100
+982
+3% +$35K 0.18% 143
2025
Q2 		$1.35M Buy
37,118
+908
+3% +$31.4K 0.18% 142
2025
Q1 		$1.31M Buy
36,210
+9,707
+37% +$339K 0.19% 144
2024
Q4 		$896K Buy
+26,503
New +$970K 0.13% 158

Other funds holding STAG

BlackRock
BlackRock New York $5.7T 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