Valued Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

Valued Wealth Advisors’s Portfolio PECO Stock Details PECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.17K	Hold	148	–	–	﹤0.01%	407
2026 Q1	$5.55K	Sell	148 -72	-33%	-$2.68K	﹤0.01%	381
2025 Q4	$7.85K	Hold	220	–	–	﹤0.01%	250
2025 Q3	$7.57K	Sell	220 -2	-0.9%	-$69	﹤0.01%	243
2025 Q2	$7.79K	Hold	222	–	–	﹤0.01%	231
2025 Q1	$8.12K	Sell	222 -76	-26%	-$2.75K	﹤0.01%	255
2024 Q4	$11.2K	Buy	298 +1	+0.3%	+$38	0.01%	215
2024 Q3	$11.2K	Buy	297 +2	+0.7%	+$71	0.01%	196
2024 Q2	$9.67K	Sell	295 -49	-14%	-$1.6K	0.01%	202
2024 Q1	$12.5K	Buy	344 +67	+24%	+$2.37K	0.01%	164
2023 Q4	$9.3K	Buy	+277	New	+$9.69K	0.01%	128

Other funds holding PECO

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Valued Wealth Advisors's PECO Position: Q2 2026 in Review

Valued Wealth Advisors held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 148 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Valued Wealth Advisors first reported a position in PECO in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.5K in Q1 2024. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Valued Wealth Advisors held 148 shares of Phillips Edison & Co worth $6.17K as of Q2 2026.
Valued Wealth Advisors left its Phillips Edison & Co share count unchanged in Q2 2026.
Phillips Edison & Co made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #407 holding.
Valued Wealth Advisors first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Phillips Edison & Co position peaked at $12.5K in Q1 2024.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.