Mission Wealth Management’s Public Storage PSA Stock Holding History

Mission 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	$938K	Buy	2,947 +458	+18%	+$140K	0.01%	498
2026 Q1	$674K	Sell	2,489 -421	-14%	-$121K	0.01%	414
2025 Q4	$755K	Sell	2,910 -695	-19%	-$194K	0.02%	392
2025 Q3	$1.04M	Sell	3,605 -399	-10%	-$115K	0.02%	322
2025 Q2	$1.17M	Sell	4,004 -138	-3%	-$40.9K	0.03%	302
2025 Q1	$1.24M	Buy	+4,142	New	+$1.24M	0.03%	260
2024 Q4	–	Sell	-1,072	Closed	-$390K	–	710
2024 Q3	$390K	Sell	1,072 -5	-0.5%	-$1.62K	0.01%	482
2024 Q2	$310K	Buy	1,077 +11	+1%	+$3.03K	0.01%	523
2024 Q1	$309K	Buy	1,066 +85	+9%	+$24.4K	0.01%	544
2023 Q4	$299K	Buy	981 +112	+13%	+$29.7K	0.01%	470
2023 Q3	$229K	Sell	869 -8	-0.9%	-$2.24K	0.01%	495
2023 Q2	$256K	Sell	877 -1	-0.1%	-$291	0.01%	469
2023 Q1	$265K	Buy	878 +22	+3%	+$6.47K	0.01%	459
2022 Q4	$240K	Sell	856 -145	-14%	-$42.3K	0.01%	455
2022 Q3	$293K	Buy	1,001 +156	+18%	+$50.7K	0.02%	400
2022 Q2	$264K	Buy	845 +14	+2%	+$4.85K	0.01%	420
2022 Q1	$324K	Hold	831	–	–	0.02%	401
2021 Q4	$311K	Sell	831 -481	-37%	-$161K	0.01%	426
2021 Q3	$390K	Hold	1,312	–	–	0.02%	349
2021 Q2	$394K	Buy	1,312 +1	+0.1%	+$280	0.02%	335
2021 Q1	$324K	Buy	+1,311	New	+$305K	0.02%	347
2019 Q4	–	Sell	-814	Closed	-$200K	–	341
2019 Q3	$200K	Sell	814 -2,270	-74%	-$570K	0.02%	307
2019 Q2	$734K	Buy	+3,084	New	+$707K	0.08%	125

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

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

Mission Wealth Management increased its Public Storage (PSA) stake by 18% in Q2 2026, buying an estimated $140K and bringing the position to 2,947 shares worth $938K. The position accounts for 0.01% of the portfolio, ranked #498.

Mission Wealth Management first reported a position in PSA in Q2 2019 and has held it in 23 quarters since. The position peaked at $1.24M in Q1 2025. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Mission Wealth Management held 2,947 shares of Public Storage worth $938K as of Q2 2026.
Mission Wealth Management bought 458 Public Storage shares in Q2 2026, an estimated $140K.
Public Storage made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #498 holding.
Mission Wealth Management first reported a position in Public Storage in Q2 2019 and has held it in 23 quarters since.
Mission Wealth Management's Public Storage position peaked at $1.24M in Q1 2025.
1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.