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Bell Investment Advisors’s PSQ Holdings PSQH Stock Holding History

Bell Investment Advisors’s Portfolio PSQH Stock Details PSQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20
Closed -$575 – 1925
2025
Q3 		$575 Buy
+20
New +$609 ﹤0.01% 1722

Other funds holding PSQH

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bell Investment Advisors's PSQH Position: Q4 2025 in Review

Bell Investment Advisors sold out of PSQ Holdings (PSQH) in Q4 2025, closing a stake of 20 shares — an estimated $575 sold.

Bell Investment Advisors first reported a position in PSQH in Q3 2025 and held it in 1 quarter. The position peaked at $575 in Q3 2025. 70 funds tracked by Wall St. Rank hold PSQH as of Q4 2025.

  • Bell Investment Advisors reported no remaining PSQ Holdings position as of Q4 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 20 PSQ Holdings shares in Q4 2025, an estimated $575.
  • Bell Investment Advisors first reported a position in PSQ Holdings in Q3 2025 and held it in 1 quarter.
  • Bell Investment Advisors's PSQ Holdings position peaked at $575 in Q3 2025.
  • 70 funds tracked by Wall St. Rank held PSQ Holdings as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.