Whipplewood Advisors’s STAG Industrial STAG Stock Holding History

Whipplewood 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	–	Sell	-11	Closed	-$397	–	977
2026 Q1	$397	Buy	+11	New	+$417	﹤0.01%	994
2025 Q3	–	Sell	-28	Closed	-$1.02K	–	1037
2025 Q2	$1.02K	Buy	28 +8	+40%	+$277	﹤0.01%	1018
2025 Q1	$1.01K	Sell	20 -8	-29%	-$279	﹤0.01%	1024
2024 Q4	$947	Buy	+28	New	+$1.02K	﹤0.01%	1031

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

Whipplewood Advisors's STAG Position: Q2 2026 in Review

Whipplewood Advisors sold out of STAG Industrial (STAG) in Q2 2026, closing a stake of 11 shares — an estimated $397 sold.

Whipplewood Advisors first reported a position in STAG in Q4 2024 and held it in 4 quarters. The position peaked at $1.02K in Q2 2025. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Whipplewood Advisors reported no remaining STAG Industrial position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 11 STAG Industrial shares in Q2 2026, an estimated $397.
Whipplewood Advisors first reported a position in STAG Industrial in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's STAG Industrial position peaked at $1.02K in Q2 2025.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.