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Abound Wealth Management’s Public Storage PSA Stock Holding History

Abound Wealth Management’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$637 Sell
2
-23
-92% -$7.04K ﹤0.01% 904
2026
Q1 		$6.83K Buy
25
+9
+56% +$2.58K ﹤0.01% 649
2025
Q4 		$4.21K Hold
16
– – ﹤0.01% 712
2025
Q3 		$4.68K Hold
16
– – ﹤0.01% 658
2025
Q2 		$4.76K Sell
16
-3
-16% -$888 ﹤0.01% 584
2025
Q1 		$5.75K Sell
19
-10
-34% -$2.99K ﹤0.01% 507
2024
Q4 		$8.7K Sell
29
-14
-33% -$4.65K ﹤0.01% 412
2024
Q3 		$15.7K Buy
43
+12
+39% +$3.9K 0.01% 336
2024
Q2 		$8.98K Buy
31
+5
+19% +$1.38K ﹤0.01% 388
2024
Q1 		$7.61K Buy
26
+2
+8% +$573 ﹤0.01% 430
2023
Q4 		$7.39K Buy
24
+4
+20% +$1.06K ﹤0.01% 425
2023
Q3 		$5.33K Sell
20
-9
-31% -$2.52K ﹤0.01% 450
2023
Q2 		$8.53K Buy
29
+13
+81% +$3.79K ﹤0.01% 372
2023
Q1 		$4.9K Buy
16
+3
+23% +$882 ﹤0.01% 411
2022
Q4 		$3.7K Buy
13
+5
+63% +$1.46K ﹤0.01% 409
2022
Q3 		$2.41K Buy
+8
New +$2.6K ﹤0.01% 456

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Abound Wealth Management's PSA Position: Q2 2026 in Review

Abound Wealth Management reduced its Public Storage (PSA) stake by 92% in Q2 2026, selling an estimated $7.04K and leaving 2 shares worth $637. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Abound Wealth Management first reported a position in PSA in Q3 2022 and has held it in 16 quarters since. The position peaked at $15.7K in Q3 2024. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Abound Wealth Management held 2 shares of Public Storage worth $637 as of Q2 2026.
  • Abound Wealth Management sold 23 Public Storage shares in Q2 2026, an estimated $7.04K.
  • Public Storage made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #904 holding.
  • Abound Wealth Management first reported a position in Public Storage in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Public Storage position peaked at $15.7K in Q3 2024.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.