SOA Wealth Advisors’s STAG Industrial STAG Stock Holding History

SOA 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	$79.5K	Hold	2,088	–	–	0.01%	313
2026 Q1	$75.3K	Hold	2,088	–	–	0.01%	303
2025 Q4	$76.8K	Hold	2,088	–	–	0.01%	307
2025 Q3	$73.7K	Hold	2,088	–	–	0.01%	323
2025 Q2	$75.8K	Sell	2,088 -536	-20%	-$18.5K	0.01%	306
2025 Q1	$94.8K	Sell	2,624 -430	-14%	-$15K	0.02%	266
2024 Q4	$103K	Sell	3,054 -251	-8%	-$9.18K	0.02%	249
2024 Q3	$129K	Sell	3,305 -656	-17%	-$25.7K	0.02%	224
2024 Q2	$143K	Hold	3,961	–	–	0.03%	211
2024 Q1	$152K	Hold	3,961	–	–	0.03%	205
2023 Q4	$156K	Hold	3,961	–	–	0.03%	198
2023 Q3	$137K	Hold	3,961	–	–	0.03%	199
2023 Q2	$142K	Sell	3,961 -200	-5%	-$6.91K	0.03%	196
2023 Q1	$141K	Hold	4,161	–	–	0.03%	191
2022 Q4	$134K	Hold	4,161	–	–	0.04%	190
2022 Q3	$118K	Hold	4,161	–	–	0.04%	188
2022 Q2	$128K	Sell	4,161 -246	-6%	-$8.72K	0.04%	182
2022 Q1	$182K	Hold	4,407	–	–	0.04%	171
2021 Q4	$209K	Sell	4,407 -613	-12%	-$26.7K	0.05%	150
2021 Q3	$197K	Hold	5,020	–	–	0.05%	157
2021 Q2	$187K	Buy	5,020 +1,000	+25%	+$36.5K	0.05%	156
2021 Q1	$135K	Hold	4,020	–	–	0.04%	170
2020 Q4	$127K	Buy	+4,020	New	+$126K	0.03%	173

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

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

SOA Wealth Advisors held its STAG Industrial (STAG) position steady in Q2 2026 at 2,088 shares worth $79.5K. The position accounts for 0.01% of the portfolio, ranked #313.

SOA Wealth Advisors first reported a position in STAG in Q4 2020 and has held it in 23 quarters since. The position peaked at $209K in Q4 2021. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

SOA Wealth Advisors held 2,088 shares of STAG Industrial worth $79.5K as of Q2 2026.
SOA Wealth Advisors left its STAG Industrial share count unchanged in Q2 2026.
STAG Industrial made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #313 holding.
SOA Wealth Advisors first reported a position in STAG Industrial in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's STAG Industrial position peaked at $209K in Q4 2021.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

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