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Planning Strategies’s STAG Industrial STAG Stock Holding History

Planning Strategies’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 		$152 Buy
+4
New +$153 ﹤0.01% 1008

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Planning Strategies's STAG Position: Q2 2026 in Review

Planning Strategies opened a new position in STAG Industrial (STAG) in Q2 2026: 4 shares worth $152. The stake represents ﹤0.01% of the portfolio and ranks #1008 among its holdings.

513 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Planning Strategies held 4 shares of STAG Industrial worth $152 as of Q2 2026.
  • STAG Industrial was a new Planning Strategies position in Q2 2026.
  • STAG Industrial made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #1008 holding.
  • 513 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.