Wealth Enhancement Advisory Services
STAG icon

Wealth Enhancement Advisory Services’s STAG Industrial STAG Stock Holding History

Wealth Enhancement Advisory Services’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 		$767K Buy
19,675
+687
+4% +$26.3K ﹤0.01% 2298
2026
Q1 		$694K Sell
18,988
-2,811
-13% -$107K ﹤0.01% 2069
2025
Q4 		$813K Buy
21,799
+3,227
+17% +$123K ﹤0.01% 2094
2025
Q3 		$676K Buy
18,572
+2,816
+18% +$100K ﹤0.01% 2126
2025
Q2 		$577K Sell
15,756
-499
-3% -$17.3K ﹤0.01% 2124
2025
Q1 		$587K Buy
16,255
+1,295
+9% +$45.2K ﹤0.01% 1939
2024
Q4 		$506K Sell
14,960
-755
-5% -$27.6K ﹤0.01% 1987
2024
Q3 		$614K Buy
15,715
+29
+0.2% +$1.14K ﹤0.01% 1680
2024
Q2 		$566K Sell
15,686
-750
-5% -$26.7K ﹤0.01% 1576
2024
Q1 		$632K Sell
16,436
-38,093
-70% -$1.44M ﹤0.01% 1456
2023
Q4 		$2.14M Buy
54,529
+40,396
+286% +$1.43M 0.01% 872
2023
Q3 		$488K Buy
+14,133
New +$513K ﹤0.01% 1441

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

Wealth Enhancement Advisory Services's STAG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its STAG Industrial (STAG) stake by 3.6% in Q2 2026, buying an estimated $26.3K and bringing the position to 19,675 shares worth $767K. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

Wealth Enhancement Advisory Services first reported a position in STAG in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.14M in Q4 2023. 548 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 19,675 shares of STAG Industrial worth $767K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 687 STAG Industrial shares in Q2 2026, an estimated $26.3K.
  • STAG Industrial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2298 holding.
  • Wealth Enhancement Advisory Services first reported a position in STAG Industrial in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's STAG Industrial position peaked at $2.14M in Q4 2023.
  • 548 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.