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Strategic Wealth Partners’s Public Storage PSA Stock Holding History

Strategic Wealth Partners’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 		$637 Hold
2
– – ﹤0.01% 1316
2026
Q1 		$542 Hold
2
– – ﹤0.01% 1313
2025
Q4 		$519 Sell
2
-40
-95% -$11.2K ﹤0.01% 1336
2025
Q3 		$12.1K Buy
42
+40
+2,000% +$11.5K ﹤0.01% 848
2025
Q2 		$587 Buy
+2
New +$592 ﹤0.01% 1075

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

Strategic Wealth Partners's PSA Position: Q2 2026 in Review

Strategic Wealth Partners held its Public Storage (PSA) position steady in Q2 2026 at 2 shares worth $637. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Strategic Wealth Partners first reported a position in PSA in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.1K in Q3 2025. 1,116 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Strategic Wealth Partners held 2 shares of Public Storage worth $637 as of Q2 2026.
  • Strategic Wealth Partners left its Public Storage share count unchanged in Q2 2026.
  • Public Storage made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1316 holding.
  • Strategic Wealth Partners first reported a position in Public Storage in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Public Storage position peaked at $12.1K in Q3 2025.
  • 1,116 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.