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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ascent Wealth Partners's PSA Position: Q1 2026 in Review

Ascent Wealth Partners increased its Public Storage (PSA) stake by 7.1% in Q1 2026, buying an estimated $74.3K and bringing the position to 3,912 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #116.

Ascent Wealth Partners first reported a position in PSA in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.58M in Q2 2022. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Ascent Wealth Partners held 3,912 shares of Public Storage worth $1.06M as of Q1 2026.
Ascent Wealth Partners bought 259 Public Storage shares in Q1 2026, an estimated $74.3K.
Public Storage made up 0.12% of Ascent Wealth Partners's portfolio in Q1 2026, its #116 holding.
Ascent Wealth Partners first reported a position in Public Storage in Q2 2022 and has held it in 9 quarters since.
Ascent Wealth Partners's Public Storage position peaked at $1.58M in Q2 2022.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.