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United Financial Planning Group’s Public Storage PSA Stock Holding History

United Financial Planning Group’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
Q1 		– Sell
-2
Closed -$519 – 578
2025
Q4 		$519 Buy
+2
New +$560 ﹤0.01% 392

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

United Financial Planning Group's PSA Position: Q1 2026 in Review

United Financial Planning Group sold out of Public Storage (PSA) in Q1 2026, closing a stake of 2 shares — an estimated $519 sold.

United Financial Planning Group first reported a position in PSA in Q4 2025 and held it in 1 quarter. The position peaked at $519 in Q4 2025. 1,092 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • United Financial Planning Group reported no remaining Public Storage position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 2 Public Storage shares in Q1 2026, an estimated $519.
  • United Financial Planning Group first reported a position in Public Storage in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Public Storage position peaked at $519 in Q4 2025.
  • 1,092 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.