Arkadios Wealth Advisors’s Public Storage PSA Stock Holding History

Arkadios Wealth Advisors’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	$339K	Sell	1,065 -328	-24%	-$100K	0.01%	1331
2026 Q1	$377K	Sell	1,393 -233	-14%	-$66.8K	0.01%	1241
2025 Q4	$422K	Sell	1,626 -120	-7%	-$33.6K	0.01%	1089
2025 Q3	$504K	Buy	1,746 +40	+2%	+$11.5K	0.01%	931
2025 Q2	$500K	Sell	1,706 -9	-0.5%	-$2.66K	0.01%	843
2025 Q1	$513K	Buy	1,715 +330	+24%	+$98.7K	0.02%	697
2024 Q4	$415K	Sell	1,385 -24	-2%	-$7.96K	0.02%	621
2024 Q3	$513K	Sell	1,409 -97	-6%	-$31.5K	0.03%	531
2024 Q2	$433K	Buy	+1,506	New	+$415K	0.03%	506
2023 Q4	–	Sell	-1,004	Closed	-$265K	–	754
2023 Q3	$265K	Buy	1,004 +18	+2%	+$5.05K	0.03%	533
2023 Q2	$288K	Buy	986 +96	+11%	+$28K	0.03%	458
2023 Q1	$269K	Buy	+890	New	+$262K	0.03%	472
2022 Q2	–	Sell	-658	Closed	-$257K	–	591
2022 Q1	$257K	Sell	658 -150	-19%	-$54.4K	0.03%	464
2021 Q4	$303K	Buy	808 +121	+18%	+$40.4K	0.04%	451
2021 Q3	$204K	Buy	687 +235	+52%	+$73.7K	0.03%	501
2021 Q2	$136K	Buy	452 +329	+267%	+$92.3K	0.02%	639
2021 Q1	$30K	Buy	123 +97	+373%	+$22.6K	﹤0.01%	845
2020 Q4	$6K	Sell	26 -244	-90%	-$55.9K	﹤0.01%	1089
2020 Q3	$63K	Buy	270 +4	+2%	+$817	0.03%	366
2020 Q2	$51.6K	Buy	+266	New	+$51.3K	0.03%	368

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Arkadios Wealth Advisors's PSA Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Public Storage (PSA) stake by 24% in Q2 2026, selling an estimated $100K and leaving 1,065 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #1331.

Arkadios Wealth Advisors first reported a position in PSA in Q2 2020 and has held it in 20 quarters since. The position peaked at $513K in Q1 2025. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Arkadios Wealth Advisors held 1,065 shares of Public Storage worth $339K as of Q2 2026.
Arkadios Wealth Advisors sold 328 Public Storage shares in Q2 2026, an estimated $100K.
Public Storage made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1331 holding.
Arkadios Wealth Advisors first reported a position in Public Storage in Q2 2020 and has held it in 20 quarters since.
Arkadios Wealth Advisors's Public Storage position peaked at $513K in Q1 2025.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.