Shelton Capital Management’s STAG Industrial STAG Stock Holding History

Shelton Capital Management’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	$247K	Buy	6,480 +251	+4%	+$9.59K	﹤0.01%	612
2026 Q1	$225K	Hold	6,229	–	–	﹤0.01%	627
2025 Q4	$229K	Sell	6,229 -512	-8%	-$19.4K	﹤0.01%	603
2025 Q3	$238K	Hold	6,741	–	–	0.01%	599
2025 Q2	$245K	Hold	6,741	–	–	0.01%	578
2025 Q1	$243K	Sell	6,741 -406	-6%	-$14.2K	0.01%	570
2024 Q4	$242K	Hold	7,147	–	–	0.01%	601
2024 Q3	$279K	Sell	7,147 -251	-3%	-$9.84K	0.01%	536
2024 Q2	$267K	Sell	7,398 -388	-5%	-$13.8K	0.01%	542
2024 Q1	$299K	Hold	7,786	–	–	0.01%	532
2023 Q4	$306K	Sell	7,786 -517	-6%	-$18.4K	0.01%	493
2023 Q3	$287K	Sell	8,303 -697	-8%	-$25.3K	0.01%	493
2023 Q2	$323K	Buy	+9,000	New	+$311K	0.01%	458

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

Shelton Capital Management's STAG Position: Q2 2026 in Review

Shelton Capital Management increased its STAG Industrial (STAG) stake by 4% in Q2 2026, buying an estimated $9.59K and bringing the position to 6,480 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Shelton Capital Management first reported a position in STAG in Q2 2023 and has held it in 13 quarters since. The position peaked at $323K in Q2 2023. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Shelton Capital Management held 6,480 shares of STAG Industrial worth $247K as of Q2 2026.
Shelton Capital Management bought 251 STAG Industrial shares in Q2 2026, an estimated $9.59K.
STAG Industrial made up ﹤0.01% of Shelton Capital Management's portfolio in Q2 2026, its #612 holding.
Shelton Capital Management first reported a position in STAG Industrial in Q2 2023 and has held it in 13 quarters since.
Shelton Capital Management's STAG Industrial position peaked at $323K in Q2 2023.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.