Twin Peaks Wealth Advisors’s STAG Industrial STAG Stock Holding History

Twin Peaks 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	–	Sell	-482	Closed	-$17.4K	–	1932
2026 Q1	$17.4K	Buy	+482	New	+$18.3K	﹤0.01%	778
2025 Q3	–	Sell	-458	Closed	-$15.9K	–	1857
2025 Q2	$15.9K	Buy	+458	New	+$15.8K	0.01%	697

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

Twin Peaks Wealth Advisors's STAG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of STAG Industrial (STAG) in Q2 2026, closing a stake of 482 shares — an estimated $17.4K sold.

Twin Peaks Wealth Advisors first reported a position in STAG in Q2 2025 and held it in 2 quarters. The position peaked at $17.4K in Q1 2026. 548 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining STAG Industrial position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 482 STAG Industrial shares in Q2 2026, an estimated $17.4K.
Twin Peaks Wealth Advisors first reported a position in STAG Industrial in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's STAG Industrial position peaked at $17.4K in Q1 2026.
548 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.