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Principia Wealth Advisory’s STAG Industrial STAG Stock Holding History

Principia Wealth Advisory’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 		$837 Hold
22
– – ﹤0.01% 804
2026
Q1 		$793 Sell
22
-2
-8% -$76 ﹤0.01% 758
2025
Q4 		$882 Buy
24
+2
+9% +$76 ﹤0.01% 708
2025
Q3 		$776 Hold
22
– – ﹤0.01% 708
2025
Q2 		$798 Buy
22
+15
+214% +$519 ﹤0.01% 629
2025
Q1 		$225 Buy
+7
New +$244 ﹤0.01% 765

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

Principia Wealth Advisory's STAG Position: Q2 2026 in Review

Principia Wealth Advisory held its STAG Industrial (STAG) position steady in Q2 2026 at 22 shares worth $837. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Principia Wealth Advisory first reported a position in STAG in Q1 2025 and has held it in 6 quarters since. The position peaked at $882 in Q4 2025. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Principia Wealth Advisory held 22 shares of STAG Industrial worth $837 as of Q2 2026.
  • Principia Wealth Advisory left its STAG Industrial share count unchanged in Q2 2026.
  • STAG Industrial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #804 holding.
  • Principia Wealth Advisory first reported a position in STAG Industrial in Q1 2025 and has held it in 6 quarters since.
  • Principia Wealth Advisory's STAG Industrial position peaked at $882 in Q4 2025.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.