Steward Partners Investment Advisory’s PSQ Holdings PSQH Stock Holding History

Steward Partners Investment Advisory’s Portfolio PSQH Stock Details PSQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$133	Hold	22	–	–	﹤0.01%	4549
2026 Q1	$175	Buy	22 +17	+340%	+$202	﹤0.01%	4324
2025 Q4	$82	Hold	5	–	–	﹤0.01%	4230
2025 Q3	$153	Sell	5 -11	-69%	-$335	﹤0.01%	4178
2025 Q2	$488	Buy	16 +2	+14%	+$61	﹤0.01%	3964
2025 Q1	$488	Sell	14 -4	-22%	-$203	﹤0.01%	3864
2024 Q4	$1.21K	Hold	18	–	–	﹤0.01%	3728
2024 Q3	$654	Hold	18	–	–	﹤0.01%	3569
2024 Q2	$1K	Hold	18	–	–	﹤0.01%	3391
2024 Q1	$1.43K	Hold	18	–	–	﹤0.01%	3340
2023 Q4	$1.39K	Buy	18 +6	+50%	+$542	﹤0.01%	3262
2023 Q3	$1.69K	Buy	+12	New	+$2.14K	﹤0.01%	3110

Other funds holding PSQH

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Steward Partners Investment Advisory's PSQH Position: Q2 2026 in Review

Steward Partners Investment Advisory held its PSQ Holdings (PSQH) position steady in Q2 2026 at 22 shares worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #4549.

Steward Partners Investment Advisory first reported a position in PSQH in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.69K in Q3 2023. 65 funds tracked by Wall St. Rank hold PSQH as of Q2 2026.

Steward Partners Investment Advisory held 22 shares of PSQ Holdings worth $133 as of Q2 2026.
Steward Partners Investment Advisory left its PSQ Holdings share count unchanged in Q2 2026.
PSQ Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4549 holding.
Steward Partners Investment Advisory first reported a position in PSQ Holdings in Q3 2023 and has held it in 12 quarters since.
Steward Partners Investment Advisory's PSQ Holdings position peaked at $1.69K in Q3 2023.
65 funds tracked by Wall St. Rank held PSQ Holdings as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.