True Wealth Design’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
$14.3K Buy
45
+4
+10% +$1.22K ﹤0.01% 941
2026
Q1
$11.1K Sell
41
-55
-57% -$15.8K ﹤0.01% 941
2025
Q4
$24.9K Sell
96
-267
-74% -$74.7K 0.01% 529
2025
Q3
$105K Buy
363
+163
+82% +$46.8K 0.03% 155
2025
Q2
$58.7K Buy
200
+181
+953% +$53.6K 0.02% 184
2025
Q1
$5.72K Buy
19
+17
+850% +$5.08K ﹤0.01% 645
2024
Q4
$629 Buy
+2
New +$664 ﹤0.01% 1052

Other funds holding PSA

True Wealth Design's PSA Position: Q2 2026 in Review

True Wealth Design increased its Public Storage (PSA) stake by 9.8% in Q2 2026, buying an estimated $1.22K and bringing the position to 45 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

True Wealth Design first reported a position in PSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $105K in Q3 2025. 1,122 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • True Wealth Design held 45 shares of Public Storage worth $14.3K as of Q2 2026.
  • True Wealth Design bought 4 Public Storage shares in Q2 2026, an estimated $1.22K.
  • Public Storage made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #941 holding.
  • True Wealth Design first reported a position in Public Storage in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Public Storage position peaked at $105K in Q3 2025.
  • 1,122 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.