CWC
PSA icon

Carolinas Wealth Consulting’s Public Storage PSA Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-250
Closed -$74.8K – 712
2025
Q1 		$74.8K Buy
250
+3
+1% +$897 0.02% 289
2024
Q4 		$73.8K Sell
247
-1
-0.4% -$332 0.01% 304
2024
Q3 		$90K Buy
248
+5
+2% +$1.62K 0.02% 281
2024
Q2 		$69.7K Buy
243
+3
+1% +$827 0.01% 322
2024
Q1 		$69.6K Buy
240
+3
+1% +$860 0.01% 329
2023
Q4 		$72.1K Buy
237
+3
+1% +$796 0.02% 285
2023
Q3 		$55.9K Sell
234
-64
-21% -$17.9K 0.01% 302
2023
Q2 		$87.1K Buy
298
+3
+1% +$874 0.02% 279
2023
Q1 		$89.2K Buy
295
+3
+1% +$882 0.02% 278
2022
Q4 		$81.9K Buy
292
+71
+32% +$20.7K 0.02% 290
2022
Q3 		$65K Buy
221
+8
+4% +$2.6K 0.02% 294
2022
Q2 		$67K Buy
213
+1
+0.5% +$346 0.02% 296
2022
Q1 		$83K Sell
212
-58
-21% -$21K 0.02% 277
2021
Q4 		$101K Buy
270
+17
+7% +$5.68K 0.02% 261
2021
Q3 		$75K Sell
253
-166
-40% -$52.1K 0.02% 276
2021
Q2 		$126K Buy
419
+1
+0.2% +$280 0.03% 233
2021
Q1 		$103K Buy
418
+5
+1% +$1.16K 0.03% 253
2020
Q4 		$95K Buy
413
+253
+158% +$58K 0.03% 241
2020
Q3 		$36K Buy
+160
New +$32.7K 0.01% 327

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carolinas Wealth Consulting's PSA Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Public Storage (PSA) in Q2 2025, closing a stake of 250 shares — an estimated $74.8K sold.

Carolinas Wealth Consulting first reported a position in PSA in Q3 2020 and held it in 19 quarters. The position peaked at $126K in Q2 2021. 1,144 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 250 Public Storage shares in Q2 2025, an estimated $74.8K.
  • Carolinas Wealth Consulting first reported a position in Public Storage in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Public Storage position peaked at $126K in Q2 2021.
  • 1,144 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.