Marshall & Sterling Wealth Advisors’s Public Storage PSA Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025 Q4	–	Sell	-1	Closed	-$289	–	556
2025 Q3	$289	Hold	1	–	–	﹤0.01%	632
2025 Q2	$293	Hold	1	–	–	﹤0.01%	616
2025 Q1	$299	Buy	+1	New	+$299	﹤0.01%	625

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors's PSA Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Public Storage (PSA) in Q4 2025, closing a stake of 1 share — an estimated $289 sold.

Marshall & Sterling Wealth Advisors first reported a position in PSA in Q1 2025 and held it in 3 quarters. The position peaked at $299 in Q1 2025. 1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 1 Public Storage share in Q4 2025, an estimated $289.
Marshall & Sterling Wealth Advisors first reported a position in Public Storage in Q1 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's Public Storage position peaked at $299 in Q1 2025.
1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.