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Destiny Wealth Partners’s Phillips Edison & Co PECO Stock Holding History

Destiny Wealth Partners’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
-2,940
Closed -$110K – 826
2026
Q1 		$110K Buy
+2,940
New +$109K 0.01% 316
2023
Q1 		– Sell
-4,339
Closed -$138K – 498
2022
Q4 		$138K Buy
4,339
+333
+8% +$10.2K 0.03% 208
2022
Q3 		$112K Hold
4,006
– – 0.03% 218
2022
Q2 		$134K Hold
4,006
– – 0.03% 217
2022
Q1 		$138K Buy
+4,006
New +$132K 0.03% 188

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Destiny Wealth Partners's PECO Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Phillips Edison & Co (PECO) in Q2 2026, closing a stake of 2,940 shares — an estimated $110K sold.

Destiny Wealth Partners first reported a position in PECO in Q1 2022 and held it in 5 quarters. The position peaked at $138K in Q4 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Phillips Edison & Co position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 2,940 Phillips Edison & Co shares in Q2 2026, an estimated $110K.
  • Destiny Wealth Partners first reported a position in Phillips Edison & Co in Q1 2022 and held it in 5 quarters.
  • Destiny Wealth Partners's Phillips Edison & Co position peaked at $138K in Q4 2022.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.