Whittier Trust’s STAG Industrial STAG Stock Holding History

Whittier Trust’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	$353K	Hold	9,035	–	–	﹤0.01%	536
2026 Q1	$329K	Hold	9,035	–	–	﹤0.01%	499
2025 Q4	$337K	Hold	9,035	–	–	﹤0.01%	503
2025 Q3	$327K	Hold	9,035	–	–	﹤0.01%	504
2025 Q2	$328K	Hold	9,035	–	–	﹤0.01%	564
2025 Q1	$326K	Hold	9,035	–	–	﹤0.01%	555
2024 Q4	$305K	Hold	9,035	–	–	﹤0.01%	585
2024 Q3	$353K	Hold	9,035	–	–	﹤0.01%	565
2024 Q2	$326K	Hold	9,035	–	–	﹤0.01%	557
2024 Q1	$347K	Hold	9,035	–	–	0.01%	546
2023 Q4	$355K	Sell	9,035 -2,000	-18%	-$71K	0.01%	541
2023 Q3	$381K	Buy	11,035 +10,916	+9,173%	+$396K	0.01%	519
2023 Q2	$4.27K	Hold	119	–	–	﹤0.01%	1384
2023 Q1	$4.02K	Hold	119	–	–	﹤0.01%	1421
2022 Q4	$3.84K	Sell	119 -517	-81%	-$16.2K	﹤0.01%	1420
2022 Q3	$18K	Hold	636	–	–	﹤0.01%	1218
2022 Q2	$20K	Hold	636	–	–	﹤0.01%	1178
2022 Q1	$26K	Hold	636	–	–	﹤0.01%	1138
2021 Q4	$30K	Hold	636	–	–	﹤0.01%	1092
2021 Q3	$25K	Buy	636 +517	+434%	+$21.1K	﹤0.01%	1078
2021 Q2	$4K	Hold	119	–	–	﹤0.01%	1392
2021 Q1	$4K	Sell	119 -2,700	-96%	-$86.2K	﹤0.01%	1382
2020 Q4	$89K	Hold	2,819	–	–	﹤0.01%	739
2020 Q3	$86K	Hold	2,819	–	–	﹤0.01%	732
2020 Q2	$82K	Hold	2,819	–	–	﹤0.01%	711
2020 Q1	$64K	Buy	2,819 +2,700	+2,269%	+$78.5K	﹤0.01%	752
2019 Q4	$4K	Hold	119	–	–	﹤0.01%	1286
2019 Q3	$4K	Buy	+119	New	+$3.53K	﹤0.01%	1298

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

Whittier Trust's STAG Position: Q2 2026 in Review

Whittier Trust held its STAG Industrial (STAG) position steady in Q2 2026 at 9,035 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Whittier Trust first reported a position in STAG in Q3 2019 and has held it in 28 quarters since. The position peaked at $381K in Q3 2023. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Whittier Trust held 9,035 shares of STAG Industrial worth $353K as of Q2 2026.
Whittier Trust left its STAG Industrial share count unchanged in Q2 2026.
STAG Industrial made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #536 holding.
Whittier Trust first reported a position in STAG Industrial in Q3 2019 and has held it in 28 quarters since.
Whittier Trust's STAG Industrial position peaked at $381K in Q3 2023.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.