Rothschild Investment LLC’s STAG Industrial STAG Stock Holding History

Rothschild Investment LLC’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 Q1	$11.9K	Sell	330 -39	-11%	-$1.48K	﹤0.01%	1616
2025 Q4	$13.6K	Buy	369 +297	+413%	+$11.3K	﹤0.01%	1468
2025 Q3	$2.54K	Buy	72 +22	+44%	+$784	﹤0.01%	2084
2025 Q2	$1.81K	Buy	50 +2	+4%	+$69	﹤0.01%	2145
2025 Q1	$1.72K	Buy	48 +11	+30%	+$384	﹤0.01%	1988
2024 Q4	$1.26K	Sell	37 -5	-12%	-$183	﹤0.01%	2073
2024 Q3	$1.64K	Buy	42 +5	+14%	+$196	﹤0.01%	1833
2024 Q2	$1.32K	Buy	37 +1	+3%	+$36	﹤0.01%	1532
2024 Q1	$1.39K	Hold	36	–	–	﹤0.01%	1242
2023 Q4	$1.41K	Buy	+36	New	+$1.28K	﹤0.01%	1172

Other funds holding STAG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return