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Legacy Wealth Management (Idaho)’s Public Storage PSA Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-4
Closed -$1.08K – 755
2026
Q1 		$1.08K Hold
4
– – ﹤0.01% 863
2025
Q4 		$1.04K Hold
4
– – ﹤0.01% 743
2025
Q3 		$1.16K Buy
+4
New +$1.15K ﹤0.01% 605
2024
Q4 		– Sell
-8
Closed -$2.68K – 801
2024
Q3 		$2.68K Buy
+8
New +$2.6K ﹤0.01% 457

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 $3.38T AUM 44.17% 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 Management (Idaho)'s PSA Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Public Storage (PSA) in Q2 2026, closing a stake of 4 shares — an estimated $1.08K sold.

Legacy Wealth Management (Idaho) first reported a position in PSA in Q3 2024 and held it in 4 quarters. The position peaked at $2.68K in Q3 2024. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Public Storage position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 4 Public Storage shares in Q2 2026, an estimated $1.08K.
  • Legacy Wealth Management (Idaho) first reported a position in Public Storage in Q3 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s Public Storage position peaked at $2.68K in Q3 2024.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.