True Wealth Design’s STAG Industrial STAG Stock Holding History

True Wealth Design’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 Q3	$3.37K	Sell	94 -163	-63%	-$6.21K	﹤0.01%	1487
2026 Q2	$9.78K	Buy	257 +232	+928%	+$8.87K	﹤0.01%	1067
2026 Q1	$902	Sell	25 -1	-4%	-$38	﹤0.01%	1839
2025 Q4	$956	Buy	+26	New	+$987	﹤0.01%	1725
2025 Q3	–	Sell	-11	Closed	-$400	–	2874
2025 Q2	$400	Buy	11 +9	+450%	+$311	﹤0.01%	1830
2025 Q1	$73	Buy	+2	New	+$70	﹤0.01%	2294

Other funds holding STAG

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

VWMG

Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

True Wealth Design's STAG Position: Q3 2026 in Review

True Wealth Design reduced its STAG Industrial (STAG) stake by 63% in Q3 2026, selling an estimated $6.21K and leaving 94 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

True Wealth Design first reported a position in STAG in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.78K in Q2 2026. 51 funds tracked by Wall St. Rank hold STAG as of Q3 2026.

True Wealth Design held 94 shares of STAG Industrial worth $3.37K as of Q3 2026.
True Wealth Design sold 163 STAG Industrial shares in Q3 2026, an estimated $6.21K.
STAG Industrial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1487 holding.
True Wealth Design first reported a position in STAG Industrial in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's STAG Industrial position peaked at $9.78K in Q2 2026.
51 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.