Physician Wealth Advisors’s STAG Industrial STAG Stock Holding History

Physician 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 Q2	$7.42K	Hold	195	–	–	﹤0.01%	959
2026 Q1	$7.03K	Sell	195 -13	-6%	-$493	﹤0.01%	899
2025 Q4	$7.65K	Buy	208 +13	+7%	+$493	﹤0.01%	853
2025 Q3	$6.88K	Buy	195 +63	+48%	+$2.25K	﹤0.01%	850
2025 Q2	$4.79K	Buy	132 +32	+32%	+$1.11K	﹤0.01%	811
2025 Q1	$3.61K	Hold	100	–	–	﹤0.01%	787
2024 Q4	$3.38K	Buy	+100	New	+$3.66K	﹤0.01%	786

Other funds holding STAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Physician Wealth Advisors's STAG Position: Q2 2026 in Review

Physician Wealth Advisors held its STAG Industrial (STAG) position steady in Q2 2026 at 195 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Physician Wealth Advisors first reported a position in STAG in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.65K in Q4 2025. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Physician Wealth Advisors held 195 shares of STAG Industrial worth $7.42K as of Q2 2026.
Physician Wealth Advisors left its STAG Industrial share count unchanged in Q2 2026.
STAG Industrial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #959 holding.
Physician Wealth Advisors first reported a position in STAG Industrial in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's STAG Industrial position peaked at $7.65K in Q4 2025.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.