GoalVest Advisory’s Public Storage PSA Stock Holding History

GoalVest Advisory’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 Q1	–	Sell	-54	Closed	-$14K	–	529
2025 Q4	$14K	Buy	+54	New	+$15.1K	﹤0.01%	391
2023 Q2	–	Sell	-3	Closed	-$906	–	397
2023 Q1	$906	Buy	+3	New	+$882	﹤0.01%	237
2022 Q2	–	Sell	-1	Closed	–	–	487
2022 Q1	$0	Buy	+1	New	+$363	﹤0.01%	477
2021 Q1	–	Sell	-2,779	Closed	-$642K	–	215
2020 Q4	$642K	Buy	+2,779	New	+$637K	0.54%	58

Other funds holding PSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

GoalVest Advisory's PSA Position: Q1 2026 in Review

GoalVest Advisory sold out of Public Storage (PSA) in Q1 2026, closing a stake of 54 shares — an estimated $14K sold.

GoalVest Advisory first reported a position in PSA in Q4 2020 and held it in 4 quarters. The position peaked at $642K in Q4 2020. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

GoalVest Advisory reported no remaining Public Storage position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 54 Public Storage shares in Q1 2026, an estimated $14K.
GoalVest Advisory first reported a position in Public Storage in Q4 2020 and held it in 4 quarters.
GoalVest Advisory's Public Storage position peaked at $642K in Q4 2020.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.