Diversify Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Diversify Wealth Management’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 Q1	$1.38M	Buy	34,583 +1,490	+5%	+$55.4K	0.02%	489
2025 Q4	$1.15M	Sell	33,093 -9,432	-22%	-$327K	0.05%	295
2025 Q3	$1.44M	Sell	42,525 -15,300	-26%	-$530K	0.08%	226
2025 Q2	$1.95M	Sell	57,825 -16,580	-22%	-$587K	0.12%	183
2025 Q1	$2.6M	Sell	74,405 -3,814	-5%	-$138K	0.19%	143
2024 Q4	$2.78M	Sell	78,219 -6,677	-8%	-$254K	0.22%	123
2024 Q3	$3.14M	Sell	84,896 -1,925	-2%	-$68.7K	0.3%	83
2024 Q2	$2.94M	Buy	+86,821	New	+$2.83M	0.37%	68

Other funds holding PECO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return