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Pasadena Private Wealth’s STAG Industrial STAG Stock Holding History

Pasadena Private 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 		$261K Sell
6,858
-2,285
-25% -$87.3K 0.03% 201
2026
Q1 		$330K Sell
9,143
-5,222
-36% -$198K 0.05% 165
2025
Q4 		$528K Sell
14,365
-6,215
-30% -$236K 0.07% 120
2025
Q3 		$726K Sell
20,580
-881
-4% -$31.4K 0.1% 90
2025
Q2 		$779K Sell
21,461
-648
-3% -$22.4K 0.13% 77
2025
Q1 		$799K Buy
22,109
+987
+5% +$34.4K 0.15% 75
2024
Q4 		$714K Buy
21,122
+3,622
+21% +$133K 0.15% 75
2024
Q3 		$684K Sell
17,500
-1,367
-7% -$53.6K 0.15% 74
2024
Q2 		$680K Buy
18,867
+1,322
+8% +$47K 0.16% 67
2024
Q1 		$674K Sell
17,545
-1,900
-10% -$72K 0.16% 68
2023
Q4 		$763K Buy
+19,445
New +$690K 0.19% 58

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

Pasadena Private Wealth's STAG Position: Q2 2026 in Review

Pasadena Private Wealth reduced its STAG Industrial (STAG) stake by 25% in Q2 2026, selling an estimated $87.3K and leaving 6,858 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #201.

Pasadena Private Wealth first reported a position in STAG in Q4 2023 and has held it in 11 quarters since. The position peaked at $799K in Q1 2025. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Pasadena Private Wealth held 6,858 shares of STAG Industrial worth $261K as of Q2 2026.
  • Pasadena Private Wealth sold 2,285 STAG Industrial shares in Q2 2026, an estimated $87.3K.
  • STAG Industrial made up 0.03% of Pasadena Private Wealth's portfolio in Q2 2026, its #201 holding.
  • Pasadena Private Wealth first reported a position in STAG Industrial in Q4 2023 and has held it in 11 quarters since.
  • Pasadena Private Wealth's STAG Industrial position peaked at $799K in Q1 2025.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.