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Avidian Wealth Enterprises’s Public Storage PSA Stock Holding History

Avidian Wealth Enterprises’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 		$1.07M Buy
3,366
+88
+3% +$26.9K 0.03% 303
2026
Q1 		$888K Buy
3,278
+356
+12% +$102K 0.03% 306
2025
Q4 		$758K Buy
2,922
+29
+1% +$8.11K 0.03% 282
2025
Q3 		$836K Buy
2,893
+85
+3% +$24.4K 0.03% 249
2025
Q2 		$824K Buy
2,808
+3
+0.1% +$888 0.03% 235
2025
Q1 		$839K Sell
2,805
-594
-17% -$178K 0.04% 221
2024
Q4 		$1.02M Buy
3,399
+221
+7% +$73.3K 0.05% 185
2024
Q3 		$1.16M Buy
3,178
+81
+3% +$26.3K 0.05% 165
2024
Q2 		$891K Buy
3,097
+307
+11% +$84.7K 0.04% 200
2024
Q1 		$809K Buy
2,790
+251
+10% +$71.9K 0.04% 192
2023
Q4 		$774K Buy
2,539
+1,284
+102% +$341K 0.05% 192
2023
Q3 		$331K Buy
1,255
+112
+10% +$31.4K 0.02% 314
2023
Q2 		$334K Buy
1,143
+143
+14% +$41.7K 0.02% 324
2023
Q1 		$302K Buy
1,000
+11
+1% +$3.23K 0.02% 379
2022
Q4 		$277K Buy
989
+50
+5% +$14.6K 0.02% 373
2022
Q3 		$275K Buy
939
+125
+15% +$40.7K 0.02% 338
2022
Q2 		$254K Buy
814
+7
+0.9% +$2.42K 0.02% 382
2022
Q1 		$315K Buy
807
+13
+2% +$4.72K 0.02% 375
2021
Q4 		$298K Buy
+794
New +$265K 0.02% 403

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

Avidian Wealth Enterprises's PSA Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Public Storage (PSA) stake by 2.7% in Q2 2026, buying an estimated $26.9K and bringing the position to 3,366 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #303.

Avidian Wealth Enterprises first reported a position in PSA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.16M in Q3 2024. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Avidian Wealth Enterprises held 3,366 shares of Public Storage worth $1.07M as of Q2 2026.
  • Avidian Wealth Enterprises bought 88 Public Storage shares in Q2 2026, an estimated $26.9K.
  • Public Storage made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #303 holding.
  • Avidian Wealth Enterprises first reported a position in Public Storage in Q4 2021 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's Public Storage position peaked at $1.16M in Q3 2024.
  • 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.