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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
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

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

True Wealth Design's STAG Position: Q2 2026 in Review

True Wealth Design increased its STAG Industrial (STAG) stake by 928% in Q2 2026, buying an estimated $8.87K and bringing the position to 257 shares worth $9.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

True Wealth Design first reported a position in STAG in Q1 2025 and has held it in 5 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • True Wealth Design held 257 shares of STAG Industrial worth $9.78K as of Q2 2026.
  • True Wealth Design bought 232 STAG Industrial shares in Q2 2026, an estimated $8.87K.
  • STAG Industrial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1067 holding.
  • True Wealth Design first reported a position in STAG Industrial in Q1 2025 and has held it in 5 quarters since.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.