VWA
STAG icon

Visionary Wealth Advisors’s STAG Industrial STAG Stock Holding History

Visionary 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 		$215K Sell
5,654
-676
-11% -$25.8K 0.01% 632
2026
Q1 		$228K Sell
6,330
-197
-3% -$7.47K 0.01% 580
2025
Q4 		$240K Sell
6,527
-591
-8% -$22.4K 0.01% 552
2025
Q3 		$251K Sell
7,118
-156
-2% -$5.56K 0.01% 532
2025
Q2 		$264K Sell
7,274
-589
-7% -$20.4K 0.01% 487
2025
Q1 		$284K Sell
7,863
-131
-2% -$4.57K 0.02% 459
2024
Q4 		$270K Sell
7,994
-690
-8% -$25.2K 0.02% 463
2024
Q3 		$339K Buy
8,684
+9
+0.1% +$353 0.02% 408
2024
Q2 		$313K Sell
8,675
-227
-3% -$8.08K 0.02% 404
2024
Q1 		$342K Sell
8,902
-994
-10% -$37.7K 0.02% 390
2023
Q4 		$389K Sell
9,896
-194
-2% -$6.89K 0.03% 355
2023
Q3 		$348K Sell
10,090
-799
-7% -$29K 0.03% 348
2023
Q2 		$391K Buy
10,889
+2
+0% +$69 0.03% 326
2023
Q1 		$368K Buy
10,887
+30
+0.3% +$1.02K 0.03% 319
2022
Q4 		$351K Buy
10,857
+325
+3% +$10.2K 0.03% 293
2022
Q3 		$299K Sell
10,532
-60
-0.6% -$1.89K 0.03% 299
2022
Q2 		$327K Buy
10,592
+1,675
+19% +$59.4K 0.03% 306
2022
Q1 		$369K Buy
8,917
+515
+6% +$21.3K 0.03% 296
2021
Q4 		$403K Sell
8,402
-200
-2% -$8.72K 0.03% 255
2021
Q3 		$338K Sell
8,602
-175
-2% -$7.15K 0.03% 234
2021
Q2 		$329K Buy
8,777
+200
+2% +$7.29K 0.03% 256
2021
Q1 		$288K Buy
8,577
+1,525
+22% +$48.7K 0.03% 262
2020
Q4 		$221K Sell
7,052
-1,000
-12% -$31.3K 0.02% 280
2020
Q3 		$246K Sell
8,052
-3,254
-29% -$103K 0.03% 218
2020
Q2 		$331K Buy
11,306
+750
+7% +$19.7K 0.05% 171
2020
Q1 		$238K Buy
10,556
+564
+6% +$16.4K 0.04% 170
2019
Q4 		$315K Buy
+9,992
New +$306K 0.06% 159

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

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

Visionary Wealth Advisors reduced its STAG Industrial (STAG) stake by 11% in Q2 2026, selling an estimated $25.8K and leaving 5,654 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #632.

Visionary Wealth Advisors first reported a position in STAG in Q4 2019 and has held it in 27 quarters since. The position peaked at $403K in Q4 2021. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Visionary Wealth Advisors held 5,654 shares of STAG Industrial worth $215K as of Q2 2026.
  • Visionary Wealth Advisors sold 676 STAG Industrial shares in Q2 2026, an estimated $25.8K.
  • STAG Industrial made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #632 holding.
  • Visionary Wealth Advisors first reported a position in STAG Industrial in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's STAG Industrial position peaked at $403K in Q4 2021.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

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