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Spartan Wealth Advisory Services LLC’s Public Storage PSA Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$2.99M Buy
9,403
+1,457
+18% +$446K 0.25% 91
2026
Q1 		$2.15M Buy
+7,946
New +$2.28M 0.19% 108

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

Spartan Wealth Advisory Services LLC's PSA Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Public Storage (PSA) stake by 18% in Q2 2026, buying an estimated $446K and bringing the position to 9,403 shares worth $2.99M. The position accounts for 0.25% of the portfolio, ranked #91.

Spartan Wealth Advisory Services LLC first reported a position in PSA in Q1 2026 and has held it in 2 quarters since. 1,062 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 9,403 shares of Public Storage worth $2.99M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 1,457 Public Storage shares in Q2 2026, an estimated $446K.
  • Public Storage made up 0.25% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #91 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Public Storage in Q1 2026 and has held it in 2 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.