WAP
STAG icon

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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return