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VSM Wealth Advisory’s Phillips Edison & Co PECO Stock Holding History

VSM Wealth Advisory’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 		$4.57K Buy
110
+1
+0.9% +$40 ﹤0.01% 418
2026
Q1 		$4.08K Buy
109
+1
+0.9% +$37 ﹤0.01% 421
2025
Q4 		$3.84K Buy
108
+1
+0.9% +$35 ﹤0.01% 390
2025
Q3 		$3.67K Buy
107
+1
+0.9% +$35 ﹤0.01% 390
2025
Q2 		$3.72K Buy
106
+1
+1% +$35 ﹤0.01% 448
2025
Q1 		$3.84K Buy
105
+1
+1% +$36 ﹤0.01% 426
2024
Q4 		$3.91K Buy
+104
New +$3.96K ﹤0.01% 413

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

VSM Wealth Advisory's PECO Position: Q2 2026 in Review

VSM Wealth Advisory increased its Phillips Edison & Co (PECO) stake by 0.92% in Q2 2026, buying an estimated $40 and bringing the position to 110 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

VSM Wealth Advisory first reported a position in PECO in Q4 2024 and has held it in 7 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • VSM Wealth Advisory held 110 shares of Phillips Edison & Co worth $4.57K as of Q2 2026.
  • VSM Wealth Advisory bought 1 Phillips Edison & Co share in Q2 2026, an estimated $40.
  • Phillips Edison & Co made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #418 holding.
  • VSM Wealth Advisory first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 7 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.