Schwallier Wealth Management’s Public Storage PSA Stock Holding History

Schwallier 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	$286K	Buy	900 +7	+0.8%	+$2.14K	0.18%	58
2026 Q1	$242K	Buy	893 +9	+1%	+$2.58K	0.18%	57
2025 Q4	$244K	Hold	884	–	–	0.16%	52
2025 Q3	$255K	Sell	884 -3	-0.3%	-$861	0.16%	45
2025 Q2	$260K	Buy	887 +13	+1%	+$3.85K	0.16%	43
2025 Q1	$262K	Buy	874 +15	+2%	+$4.49K	0.19%	47
2024 Q4	$257K	Buy	859 +10	+1%	+$3.32K	0.2%	33
2024 Q3	$309K	Buy	849 +7	+0.8%	+$2.27K	0.22%	29
2024 Q2	$242K	Buy	842 +9	+1%	+$2.48K	0.2%	26
2024 Q1	$242K	Buy	833 +8	+1%	+$2.29K	0.19%	25
2023 Q4	$252K	Buy	+825	New	+$219K	0.21%	29

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

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

Schwallier Wealth Management increased its Public Storage (PSA) stake by 0.78% in Q2 2026, buying an estimated $2.14K and bringing the position to 900 shares worth $286K. The position accounts for 0.18% of the portfolio, ranked #58.

Schwallier Wealth Management first reported a position in PSA in Q4 2023 and has held it in 11 quarters since. The position peaked at $309K in Q3 2024. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Schwallier Wealth Management held 900 shares of Public Storage worth $286K as of Q2 2026.
Schwallier Wealth Management bought 7 Public Storage shares in Q2 2026, an estimated $2.14K.
Public Storage made up 0.18% of Schwallier Wealth Management's portfolio in Q2 2026, its #58 holding.
Schwallier Wealth Management first reported a position in Public Storage in Q4 2023 and has held it in 11 quarters since.
Schwallier Wealth Management's Public Storage position peaked at $309K in Q3 2024.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.