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Legacy Wealth Asset Management’s Public Storage PSA Stock Holding History

Legacy Wealth Asset 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 		$244K Sell
767
-11
-1% -$3.37K 0.05% 343
2026
Q1 		$211K Sell
778
-492
-39% -$141K 0.05% 360
2025
Q4 		$330K Buy
1,270
+88
+7% +$24.6K 0.08% 309
2025
Q3 		$341K Buy
1,182
+15
+1% +$4.3K 0.08% 306
2025
Q2 		$342K Buy
1,167
+13
+1% +$3.85K 0.09% 299
2025
Q1 		$345K Sell
1,154
-151
-12% -$45.2K 0.1% 281
2024
Q4 		$391K Sell
1,305
-18
-1% -$5.97K 0.11% 275
2024
Q3 		$481K Buy
1,323
+17
+1% +$5.52K 0.13% 251
2024
Q2 		$376K Buy
1,306
+74
+6% +$20.4K 0.11% 273
2024
Q1 		$357K Buy
1,232
+42
+4% +$12K 0.1% 275
2023
Q4 		$363K Sell
1,190
-22
-2% -$5.84K 0.12% 264
2023
Q3 		$319K Buy
1,212
+23
+2% +$6.45K 0.12% 268
2023
Q2 		$347K Buy
1,189
+33
+3% +$9.62K 0.12% 272
2023
Q1 		$349K Buy
1,156
+9
+0.8% +$2.65K 0.13% 274
2022
Q4 		$321K Buy
1,147
+37
+3% +$10.8K 0.12% 282
2022
Q3 		$325K Buy
1,110
+11
+1% +$3.58K 0.14% 251
2022
Q2 		$344K Buy
1,099
+12
+1% +$4.16K 0.14% 213
2022
Q1 		$424K Buy
1,087
+60
+6% +$21.8K 0.15% 209
2021
Q4 		$385K Buy
+1,027
New +$343K 0.13% 230

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Legacy Wealth Asset Management's PSA Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Public Storage (PSA) stake by 1.4% in Q2 2026, selling an estimated $3.37K and leaving 767 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #343.

Legacy Wealth Asset Management first reported a position in PSA in Q4 2021 and has held it in 19 quarters since. The position peaked at $481K in Q3 2024. 1,122 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Legacy Wealth Asset Management held 767 shares of Public Storage worth $244K as of Q2 2026.
  • Legacy Wealth Asset Management sold 11 Public Storage shares in Q2 2026, an estimated $3.37K.
  • Public Storage made up 0.05% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #343 holding.
  • Legacy Wealth Asset Management first reported a position in Public Storage in Q4 2021 and has held it in 19 quarters since.
  • Legacy Wealth Asset Management's Public Storage position peaked at $481K in Q3 2024.
  • 1,122 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.