Ascent Wealth Partners’s Public Storage PSA Stock Holding History

Ascent Wealth Partners’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	$1.28M	Buy	4,030 +118	+3%	+$36.1K	0.13%	113
2026 Q1	$1.06M	Buy	3,912 +259	+7%	+$74.3K	0.12%	116
2025 Q4	$948K	Sell	3,653 -120	-3%	-$33.6K	0.11%	116
2025 Q3	$1.09M	Sell	3,773 -185	-5%	-$53.1K	0.13%	116
2025 Q2	$1.16M	Buy	+3,958	New	+$1.17M	0.14%	114
2023 Q3	–	Sell	-4,898	Closed	-$1.38M	–	170
2023 Q2	$1.38M	Buy	4,898 +281	+6%	+$81.9K	0.24%	86
2023 Q1	$1.39M	Buy	4,617 +148	+3%	+$43.5K	0.28%	77
2022 Q4	$1.25M	Buy	4,469 +527	+13%	+$154K	0.27%	81
2022 Q3	$1.15M	Sell	3,942 -3,026	-43%	-$984K	0.27%	79
2022 Q2	$1.58M	Buy	+6,968	New	+$2.41M	0.36%	68

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

Ascent Wealth Partners's PSA Position: Q2 2026 in Review

Ascent Wealth Partners increased its Public Storage (PSA) stake by 3% in Q2 2026, buying an estimated $36.1K and bringing the position to 4,030 shares worth $1.28M. The position accounts for 0.13% of the portfolio, ranked #113.

Ascent Wealth Partners first reported a position in PSA in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.58M in Q2 2022. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Ascent Wealth Partners held 4,030 shares of Public Storage worth $1.28M as of Q2 2026.
Ascent Wealth Partners bought 118 Public Storage shares in Q2 2026, an estimated $36.1K.
Public Storage made up 0.13% of Ascent Wealth Partners's portfolio in Q2 2026, its #113 holding.
Ascent Wealth Partners first reported a position in Public Storage in Q2 2022 and has held it in 10 quarters since.
Ascent Wealth Partners's Public Storage position peaked at $1.58M in Q2 2022.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.