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Concurrent Investment Advisors’s PSQ Holdings PSQH Stock Holding History

Concurrent 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
Q3 		– Sell
-800
Closed -$24.6K – 1576
2025
Q2 		$24.6K Buy
+800
New +$24.5K ﹤0.01% 1373

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
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Concurrent Investment Advisors's PSQH Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of PSQ Holdings (PSQH) in Q3 2025, closing a stake of 800 shares — an estimated $24.6K sold.

Concurrent Investment Advisors first reported a position in PSQH in Q2 2025 and held it in 1 quarter. The position peaked at $24.6K in Q2 2025. 67 funds tracked by Wall St. Rank hold PSQH as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining PSQ Holdings position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 800 PSQ Holdings shares in Q3 2025, an estimated $24.6K.
  • Concurrent Investment Advisors first reported a position in PSQ Holdings in Q2 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's PSQ Holdings position peaked at $24.6K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held PSQ Holdings as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.