Haverford Trust Company’s Public Storage PSA Stock Holding History

Haverford Trust Company’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	$1.29M	Buy	4,066 +2	+0%	+$612	0.01%	213
2026 Q1	$1.1M	Hold	4,064	–	–	0.01%	221
2025 Q4	$1.05M	Buy	4,064 +6	+0.1%	+$1.68K	0.01%	224
2025 Q3	$1.17M	Hold	4,058	–	–	0.01%	215
2025 Q2	$1.19M	Sell	4,058 -34	-0.8%	-$10.1K	0.01%	220
2025 Q1	$1.22M	Sell	4,092 -179	-4%	-$53.5K	0.01%	206
2024 Q4	$1.28M	Sell	4,271 -11	-0.3%	-$3.65K	0.01%	201
2024 Q3	$1.56M	Buy	4,282 +30	+0.7%	+$9.74K	0.02%	192
2024 Q2	$1.22M	Buy	4,252 +330	+8%	+$91K	0.01%	203
2024 Q1	$1.14M	Hold	3,922	–	–	0.01%	204
2023 Q4	$1.2M	Hold	3,922	–	–	0.01%	198
2023 Q3	$1.03M	Sell	3,922 -110	-3%	-$30.8K	0.01%	195
2023 Q2	$1.18M	Buy	4,032 +115	+3%	+$33.5K	0.01%	194
2023 Q1	$1.18M	Buy	3,917 +38	+1%	+$11.2K	0.01%	186
2022 Q4	$1.09M	Hold	3,879	–	–	0.01%	185
2022 Q3	$1.14M	Sell	3,879 -272	-7%	-$88.5K	0.02%	172
2022 Q2	$1.3M	Hold	4,151	–	–	0.02%	170
2022 Q1	$1.62M	Hold	4,151	–	–	0.02%	158
2021 Q4	$1.55M	Buy	4,151 +451	+12%	+$151K	0.02%	169
2021 Q3	$1.1M	Hold	3,700	–	–	0.01%	193
2021 Q2	$1.11M	Hold	3,700	–	–	0.01%	190
2021 Q1	$913K	Hold	3,700	–	–	0.01%	185
2020 Q4	$854K	Hold	3,700	–	–	0.01%	172
2020 Q3	$824K	Hold	3,700	–	–	0.01%	170
2020 Q2	$710K	Hold	3,700	–	–	0.01%	177
2020 Q1	$735K	Sell	3,700 -120	-3%	-$25.7K	0.01%	166
2019 Q4	$814K	Buy	+3,820	New	+$848K	0.01%	179

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 $3.38T AUM 44.17% 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

Haverford Trust Company's PSA Position: Q2 2026 in Review

Haverford Trust Company increased its Public Storage (PSA) stake by 0.05% in Q2 2026, buying an estimated $612 and bringing the position to 4,066 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #213.

Haverford Trust Company first reported a position in PSA in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.62M in Q1 2022. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Haverford Trust Company held 4,066 shares of Public Storage worth $1.29M as of Q2 2026.
Haverford Trust Company bought 2 Public Storage shares in Q2 2026, an estimated $612.
Public Storage made up 0.01% of Haverford Trust Company's portfolio in Q2 2026, its #213 holding.
Haverford Trust Company first reported a position in Public Storage in Q4 2019 and has held it in 27 quarters since.
Haverford Trust Company's Public Storage position peaked at $1.62M in Q1 2022.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.