BlueChip Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

BlueChip Wealth Advisors’s Portfolio PECO Stock Details PECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,937	Closed	-$297K	–	178
2026 Q1	$297K	Hold	7,937	–	–	0.13%	117
2025 Q4	$282K	Hold	7,937	–	–	0.12%	129
2025 Q3	$272K	Sell	7,937 -4,361	-35%	-$151K	0.12%	127
2025 Q2	$431K	Sell	12,298 -5,192	-30%	-$184K	0.19%	93
2025 Q1	$638K	Hold	17,490	–	–	0.31%	69
2024 Q4	$655K	Sell	17,490 -952	-5%	-$36.3K	0.36%	61
2024 Q3	$695K	Hold	18,442	–	–	0.36%	59
2024 Q2	$603K	Buy	18,442 +7,340	+66%	+$239K	0.36%	61
2024 Q1	$398K	Hold	11,102	–	–	0.26%	77
2023 Q4	$405K	Buy	+11,102	New	+$388K	0.28%	73

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BlueChip Wealth Advisors's PECO Position: Q2 2026 in Review

BlueChip Wealth Advisors sold out of Phillips Edison & Co (PECO) in Q2 2026, closing a stake of 7,937 shares — an estimated $297K sold.

BlueChip Wealth Advisors first reported a position in PECO in Q4 2023 and held it in 10 quarters. The position peaked at $695K in Q3 2024. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

BlueChip Wealth Advisors reported no remaining Phillips Edison & Co position as of Q2 2026 after selling out during the quarter.
BlueChip Wealth Advisors sold 7,937 Phillips Edison & Co shares in Q2 2026, an estimated $297K.
BlueChip Wealth Advisors first reported a position in Phillips Edison & Co in Q4 2023 and held it in 10 quarters.
BlueChip Wealth Advisors's Phillips Edison & Co position peaked at $695K in Q3 2024.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.