Portus Wealth Advisors’s STAG Industrial STAG Stock Holding History

Portus 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	–	Sell	-6	Closed	-$219	–	462
2026 Q1	$219	Buy	+6	New	+$227	﹤0.01%	542

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

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

Portus Wealth Advisors sold out of STAG Industrial (STAG) in Q2 2026, closing a stake of 6 shares — an estimated $219 sold.

Portus Wealth Advisors first reported a position in STAG in Q1 2026 and held it in 1 quarter. The position peaked at $219 in Q1 2026. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Portus Wealth Advisors reported no remaining STAG Industrial position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 6 STAG Industrial shares in Q2 2026, an estimated $219.
Portus Wealth Advisors first reported a position in STAG Industrial in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's STAG Industrial position peaked at $219 in Q1 2026.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.