VWA
STAG icon

VSM Wealth Advisory’s STAG Industrial STAG Stock Holding History

VSM Wealth Advisory’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 		$13.9K Hold
364
– – ﹤0.01% 339
2026
Q1 		$13.1K Hold
364
– – ﹤0.01% 336
2025
Q4 		$13.4K Buy
364
+64
+21% +$2.43K ﹤0.01% 306
2025
Q3 		$10.6K Hold
300
– – ﹤0.01% 337
2025
Q2 		$10.9K Hold
300
– – ﹤0.01% 373
2025
Q1 		$10.8K Hold
300
– – ﹤0.01% 337
2024
Q4 		$10.1K Buy
+300
New +$11K ﹤0.01% 338

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

VSM Wealth Advisory's STAG Position: Q2 2026 in Review

VSM Wealth Advisory held its STAG Industrial (STAG) position steady in Q2 2026 at 364 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

VSM Wealth Advisory first reported a position in STAG in Q4 2024 and has held it in 7 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • VSM Wealth Advisory held 364 shares of STAG Industrial worth $13.9K as of Q2 2026.
  • VSM Wealth Advisory left its STAG Industrial share count unchanged in Q2 2026.
  • STAG Industrial made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #339 holding.
  • VSM Wealth Advisory first reported a position in STAG Industrial in Q4 2024 and has held it in 7 quarters since.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.