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Asset Planning Inc’s Public Storage PSA Stock Holding History

Asset Planning Inc’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 		$392K Buy
1,231
+12
+1% +$3.67K 0.25% 60
2026
Q1 		$330K Buy
1,219
+13
+1% +$3.73K 0.23% 58
2025
Q4 		$313K Buy
1,206
+14
+1% +$3.92K 0.22% 64
2025
Q3 		$344K Buy
1,192
+112
+10% +$32.1K 0.25% 65
2025
Q2 		$317K Buy
1,080
+86
+9% +$25.5K 0.24% 65
2025
Q1 		$298K Buy
994
+10
+1% +$2.99K 0.23% 64
2024
Q4 		$295K Buy
+984
New +$327K 0.22% 65

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

Asset Planning Inc's PSA Position: Q2 2026 in Review

Asset Planning Inc increased its Public Storage (PSA) stake by 0.98% in Q2 2026, buying an estimated $3.67K and bringing the position to 1,231 shares worth $392K. The position accounts for 0.25% of the portfolio, ranked #60.

Asset Planning Inc first reported a position in PSA in Q4 2024 and has held it in 7 quarters since. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Asset Planning Inc held 1,231 shares of Public Storage worth $392K as of Q2 2026.
  • Asset Planning Inc bought 12 Public Storage shares in Q2 2026, an estimated $3.67K.
  • Public Storage made up 0.25% of Asset Planning Inc's portfolio in Q2 2026, its #60 holding.
  • Asset Planning Inc first reported a position in Public Storage in Q4 2024 and has held it in 7 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.