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Coppell Advisory Solutions’s PSQ Holdings PSQH Stock Holding History

Coppell Advisory Solutions’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
-880
Closed -$26K – 409
2025
Q3 		$26K Hold
880
– – ﹤0.01% 395
2025
Q2 		$27.2K Buy
+880
New +$26.9K ﹤0.01% 371
2024
Q4 		– Sell
-445
Closed -$16.8K – 2058
2024
Q3 		$16.8K Buy
445
+177
+66% +$7.67K ﹤0.01% 930
2024
Q2 		$15.2K Buy
+268
New +$15.8K ﹤0.01% 881
2023
Q4 		$21.1K Buy
+268
New +$24.2K ﹤0.01% 721

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

Coppell Advisory Solutions's PSQH Position: Q4 2025 in Review

Coppell Advisory Solutions sold out of PSQ Holdings (PSQH) in Q4 2025, closing a stake of 880 shares — an estimated $26K sold.

Coppell Advisory Solutions first reported a position in PSQH in Q4 2023 and held it in 5 quarters. The position peaked at $27.2K in Q2 2025. 70 funds tracked by Wall St. Rank hold PSQH as of Q4 2025.

  • Coppell Advisory Solutions reported no remaining PSQ Holdings position as of Q4 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 880 PSQ Holdings shares in Q4 2025, an estimated $26K.
  • Coppell Advisory Solutions first reported a position in PSQ Holdings in Q4 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's PSQ Holdings position peaked at $27.2K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held PSQ Holdings as of Q4 2025.

Based on Coppell Advisory Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.