PWM
PSA icon

Parkworth Wealth Management’s Public Storage PSA Stock Holding History

Parkworth 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
2025
Q2 		$67.9K Buy
231
+4
+2% +$1.18K 0.05% 92
2025
Q1 		$67.9K Buy
227
+2
+0.9% +$598 0.05% 85
2024
Q4 		$67.3K Buy
+225
New +$74.7K 0.06% 84

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Parkworth Wealth Management's PSA Position: Q2 2025 in Review

Parkworth Wealth Management increased its Public Storage (PSA) stake by 1.8% in Q2 2025, buying an estimated $1.18K and bringing the position to 231 shares worth $67.9K. The position accounts for 0.05% of the portfolio, ranked #92.

Parkworth Wealth Management first reported a position in PSA in Q4 2024 and has held it in 3 quarters since. The position peaked at $67.9K in Q1 2025. 1,144 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

  • Parkworth Wealth Management held 231 shares of Public Storage worth $67.9K as of Q2 2025.
  • Parkworth Wealth Management bought 4 Public Storage shares in Q2 2025, an estimated $1.18K.
  • Public Storage made up 0.05% of Parkworth Wealth Management's portfolio in Q2 2025, its #92 holding.
  • Parkworth Wealth Management first reported a position in Public Storage in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Public Storage position peaked at $67.9K in Q1 2025.
  • 1,144 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.