Wealthcare Advisory Partners’s STAG Industrial STAG Stock Holding History

Wealthcare Advisory Partners’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	$244K	Sell	6,398 -210	-3%	-$8.03K	﹤0.01%	962
2026 Q1	$238K	Buy	6,608 +384	+6%	+$14.6K	﹤0.01%	959
2025 Q4	$229K	Buy	6,224 +421	+7%	+$16K	﹤0.01%	973
2025 Q3	$205K	Buy	5,803 +75	+1%	+$2.67K	﹤0.01%	972
2025 Q2	$208K	Buy	5,728 +15	+0.3%	+$519	﹤0.01%	924
2025 Q1	$206K	Buy	+5,713	New	+$199K	0.01%	860
2024 Q4	–	Sell	-5,746	Closed	-$225K	–	927
2024 Q3	$225K	Buy	5,746 +81	+1%	+$3.17K	0.01%	799
2024 Q2	$204K	Buy	+5,665	New	+$202K	0.01%	782
2018 Q1	–	Sell	-13	Closed	–	–	1230
2017 Q4	$0	Buy	+13	New	+$363	﹤0.01%	1175

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

Wealthcare Advisory Partners's STAG Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its STAG Industrial (STAG) stake by 3.2% in Q2 2026, selling an estimated $8.03K and leaving 6,398 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Wealthcare Advisory Partners first reported a position in STAG in Q4 2017 and has held it in 9 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Wealthcare Advisory Partners held 6,398 shares of STAG Industrial worth $244K as of Q2 2026.
Wealthcare Advisory Partners sold 210 STAG Industrial shares in Q2 2026, an estimated $8.03K.
STAG Industrial made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #962 holding.
Wealthcare Advisory Partners first reported a position in STAG Industrial in Q4 2017 and has held it in 9 quarters since.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.