Evermay Wealth Management’s Public Storage PSA Stock Holding History

Evermay Wealth Management’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
2026 Q2	$285K	Buy	895 +425	+90%	+$130K	0.03%	164
2026 Q1	$127K	Sell	470 -189	-29%	-$54.2K	0.01%	234
2025 Q4	$171K	Buy	659 +255	+63%	+$71.4K	0.02%	209
2025 Q3	$117K	Buy	404 +80	+25%	+$23K	0.01%	248
2025 Q2	$95.1K	Buy	324 +38	+13%	+$11.2K	0.01%	273
2025 Q1	$85.6K	Sell	286 -169	-37%	-$50.5K	0.01%	277
2024 Q4	$136K	Sell	455 -5	-1%	-$1.66K	0.02%	228
2024 Q3	$167K	Sell	460 -34	-7%	-$11K	0.03%	213
2024 Q2	$142K	Sell	494 -10	-2%	-$2.76K	0.02%	226
2024 Q1	$146K	Buy	504 +5	+1%	+$1.43K	0.02%	225
2023 Q4	$152K	Sell	499 -7	-1%	-$1.86K	0.03%	200
2023 Q3	$133K	Buy	506 +18	+4%	+$5.05K	0.03%	203
2023 Q2	$142K	Sell	488 -38	-7%	-$11.1K	0.03%	206
2023 Q1	$159K	Buy	526 +104	+25%	+$30.6K	0.03%	197
2022 Q4	$118K	Buy	422 +115	+37%	+$33.5K	0.02%	210
2022 Q3	$90K	Buy	307 +107	+54%	+$34.8K	0.02%	228
2022 Q2	$63K	Hold	200	–	–	0.01%	261
2022 Q1	$78K	Hold	200	–	–	0.01%	266
2021 Q4	$75K	Buy	200 +181	+953%	+$60.5K	0.01%	245
2021 Q3	$6K	Buy	+19	New	+$5.96K	﹤0.01%	407

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Evermay Wealth Management's PSA Position: Q2 2026 in Review

Evermay Wealth Management increased its Public Storage (PSA) stake by 90% in Q2 2026, buying an estimated $130K and bringing the position to 895 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #164.

Evermay Wealth Management first reported a position in PSA in Q3 2021 and has held it in 20 quarters since. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Evermay Wealth Management held 895 shares of Public Storage worth $285K as of Q2 2026.
Evermay Wealth Management bought 425 Public Storage shares in Q2 2026, an estimated $130K.
Public Storage made up 0.03% of Evermay Wealth Management's portfolio in Q2 2026, its #164 holding.
Evermay Wealth Management first reported a position in Public Storage in Q3 2021 and has held it in 20 quarters since.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.