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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Eastover Investment Advisors Charlotte, North Carolina $254M AUM 26.53% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return