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Opal Wealth Advisors’s Public Storage PSA Stock Holding History

Opal 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
2026
Q2 		– Sell
-168
Closed -$45.5K – 487
2026
Q1 		$45.5K Buy
+168
New +$48.2K 0.01% 422
2025
Q3 		– Sell
-123
Closed -$36.1K – 461
2025
Q2 		$36.1K Buy
123
+2
+2% +$592 0.01% 434
2025
Q1 		$36.2K Buy
+121
New +$36.2K 0.01% 401
2024
Q3 		– Sell
-125
Closed -$36K – 928
2024
Q2 		$36K Buy
+125
New +$34.5K 0.01% 396

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 $3.37T AUM 44.26% 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

Opal Wealth Advisors's PSA Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Public Storage (PSA) in Q2 2026, closing a stake of 168 shares — an estimated $45.5K sold.

Opal Wealth Advisors first reported a position in PSA in Q2 2024 and held it in 4 quarters. The position peaked at $45.5K in Q1 2026. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Public Storage position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 168 Public Storage shares in Q2 2026, an estimated $45.5K.
  • Opal Wealth Advisors first reported a position in Public Storage in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Public Storage position peaked at $45.5K in Q1 2026.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

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