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NewEdge Advisors’s Phillips Edison & Co PECO Stock Holding History

NewEdge Advisors’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.4M Buy
57,691
+55
+0.1% +$2.2K 0.01% 1120
2026
Q1 		$2.16M Buy
57,636
+1,791
+3% +$66.6K 0.01% 1072
2025
Q4 		$1.99M Sell
55,845
-2,227
-4% -$77.3K 0.01% 1079
2025
Q3 		$1.99M Buy
58,072
+2,148
+4% +$74.4K 0.01% 1015
2025
Q2 		$1.96M Sell
55,924
-151
-0.3% -$5.34K 0.01% 946
2025
Q1 		$2.05M Sell
56,075
-646
-1% -$23.3K 0.01% 858
2024
Q4 		$2.12M Sell
56,721
-1,710
-3% -$65.1K 0.01% 809
2024
Q3 		$2.2M Buy
58,431
+557
+1% +$19.9K 0.01% 746
2024
Q2 		$1.89M Buy
57,874
+2,250
+4% +$73.4K 0.01% 774
2024
Q1 		$2M Sell
55,624
-1,486
-3% -$52.5K 0.02% 691
2023
Q4 		$2.07M Buy
57,110
+4,766
+9% +$167K 0.02% 648
2023
Q3 		$1.76M Buy
52,344
+12,561
+32% +$434K 0.02% 644
2023
Q2 		$1.36M Sell
39,783
-5,430
-12% -$170K 0.02% 735
2023
Q1 		$1.47M Sell
45,213
-5,363
-11% -$175K 0.02% 633
2022
Q4 		$59.9K Buy
50,576
+1,200
+2% +$36.9K ﹤0.01% 1647
2022
Q3 		$1.39M Sell
49,376
-21,535
-30% -$708K 0.02% 533
2022
Q2 		$2.37M Buy
+70,911
New +$2.41M 0.04% 397

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NewEdge Advisors's PECO Position: Q2 2026 in Review

NewEdge Advisors increased its Phillips Edison & Co (PECO) stake by 0.1% in Q2 2026, buying an estimated $2.2K and bringing the position to 57,691 shares worth $2.4M. The position accounts for 0.01% of the portfolio, ranked #1120.

NewEdge Advisors first reported a position in PECO in Q2 2022 and has held it in 17 quarters since. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • NewEdge Advisors held 57,691 shares of Phillips Edison & Co worth $2.4M as of Q2 2026.
  • NewEdge Advisors bought 55 Phillips Edison & Co shares in Q2 2026, an estimated $2.2K.
  • Phillips Edison & Co made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1120 holding.
  • NewEdge Advisors first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 17 quarters since.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.