Principia Wealth Advisory’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.73K Buy
18
+4
+29% +$1.22K ﹤0.01% 336
2026
Q1
$3.79K Buy
14
+8
+133% +$2.29K ﹤0.01% 357
2025
Q4
$1.56K Buy
6
+1
+20% +$280 ﹤0.01% 535
2025
Q3
$1.44K Hold
5
﹤0.01% 520
2025
Q2
$1.47K Buy
5
+3
+150% +$888 ﹤0.01% 464
2025
Q1
$565 Sell
2
-3
-60% -$897 ﹤0.01% 538
2024
Q4
$1.5K Buy
+5
New +$1.66K ﹤0.01% 285

Other funds holding PSA

Principia Wealth Advisory's PSA Position: Q2 2026 in Review

Principia Wealth Advisory increased its Public Storage (PSA) stake by 29% in Q2 2026, buying an estimated $1.22K and bringing the position to 18 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Principia Wealth Advisory first reported a position in PSA in Q4 2024 and has held it in 7 quarters since. 1,122 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Principia Wealth Advisory held 18 shares of Public Storage worth $5.73K as of Q2 2026.
  • Principia Wealth Advisory bought 4 Public Storage shares in Q2 2026, an estimated $1.22K.
  • Public Storage made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #336 holding.
  • Principia Wealth Advisory first reported a position in Public Storage in Q4 2024 and has held it in 7 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.