Mascoma Wealth Management’s Public Storage PSA Stock Holding History

Mascoma Wealth 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	$1.59K	Hold	5	–	–	﹤0.01%	473
2026 Q1	$1.35K	Hold	5	–	–	﹤0.01%	462
2025 Q4	$1.3K	Buy	+5	New	+$1.4K	﹤0.01%	443
2023 Q2	–	Sell	-256	Closed	-$75.5K	–	565
2023 Q1	$75.5K	Sell	256 -10	-4%	-$2.94K	0.02%	196
2022 Q4	$74.5K	Hold	266	–	–	0.02%	190
2022 Q3	$78K	Hold	266	–	–	0.03%	189
2022 Q2	$83K	Hold	266	–	–	0.03%	190
2022 Q1	$104K	Buy	266 +10	+4%	+$3.63K	0.03%	179
2021 Q4	$96K	Hold	256	–	–	0.03%	168
2021 Q3	$76K	Buy	+256	New	+$80.3K	0.03%	174
2021 Q2	–	Sell	-256	Closed	-$63K	–	357
2021 Q1	$63K	Buy	+256	New	+$59.6K	0.03%	187
2019 Q3	–	Sell	-256	Closed	-$61K	–	272
2019 Q2	$61K	Hold	256	–	–	0.04%	145
2019 Q1	$56K	Hold	256	–	–	0.04%	143
2018 Q4	$52K	Hold	256	–	–	0.04%	138
2018 Q3	$52K	Hold	256	–	–	0.03%	160
2018 Q2	$58K	Hold	256	–	–	0.04%	143
2018 Q1	$51K	Hold	256	–	–	0.03%	150
2017 Q4	$49K	Hold	256	–	–	0.03%	146
2017 Q3	$55K	Hold	256	–	–	0.04%	144
2017 Q2	$53K	Sell	256 -200	-44%	-$43K	0.04%	147
2017 Q1	$100K	Buy	456 +256	+128%	+$56.7K	0.07%	101
2016 Q4	$45K	Buy	+200	New	+$42.6K	0.03%	149

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 $3.37T AUM 44.26% 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

Mascoma Wealth Management's PSA Position: Q2 2026 in Review

Mascoma Wealth Management held its Public Storage (PSA) position steady in Q2 2026 at 5 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Mascoma Wealth Management first reported a position in PSA in Q4 2016 and has held it in 22 quarters since. The position peaked at $104K in Q1 2022. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Mascoma Wealth Management held 5 shares of Public Storage worth $1.59K as of Q2 2026.
Mascoma Wealth Management left its Public Storage share count unchanged in Q2 2026.
Public Storage made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #473 holding.
Mascoma Wealth Management first reported a position in Public Storage in Q4 2016 and has held it in 22 quarters since.
Mascoma Wealth Management's Public Storage position peaked at $104K in Q1 2022.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.