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Bogart Wealth LLC’s Public Storage PSA Stock Holding History

Bogart Wealth LLC’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 		$14K Sell
44
-3
-6% -$918 ﹤0.01% 911
2026
Q1 		$12.7K Buy
47
+23
+96% +$6.59K ﹤0.01% 855
2025
Q4 		$6.23K Sell
24
-3
-11% -$839 ﹤0.01% 953
2025
Q3 		$7.8K Buy
27
+7
+35% +$2.01K ﹤0.01% 878
2025
Q2 		$5.87K Sell
20
-6
-23% -$1.78K ﹤0.01% 905
2025
Q1 		$7.78K Buy
26
+7
+37% +$2.09K ﹤0.01% 813
2024
Q4 		$5.69K Buy
+19
New +$6.3K ﹤0.01% 854
2022
Q4 		– Hold
0
– – – 1026

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's PSA Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Public Storage (PSA) stake by 6.4% in Q2 2026, selling an estimated $918 and leaving 44 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Bogart Wealth LLC first reported a position in PSA in Q4 2024 and has held it in 7 quarters since. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Bogart Wealth LLC held 44 shares of Public Storage worth $14K as of Q2 2026.
  • Bogart Wealth LLC sold 3 Public Storage shares in Q2 2026, an estimated $918.
  • Public Storage made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #911 holding.
  • Bogart Wealth LLC first reported a position in Public Storage in Q4 2024 and has held it in 7 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

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