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Wealth Enhancement Trust Services’s Public Storage PSA Stock Holding History

Wealth Enhancement Trust Services’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 		– Sell
-142
Closed -$38.5K – 1550
2026
Q1 		$38.5K Buy
142
+17
+14% +$4.88K ﹤0.01% 490
2025
Q4 		$32.4K Buy
+125
New +$35K ﹤0.01% 474

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

Wealth Enhancement Trust Services's PSA Position: Q2 2026 in Review

Wealth Enhancement Trust Services sold out of Public Storage (PSA) in Q2 2026, closing a stake of 142 shares — an estimated $38.5K sold.

Wealth Enhancement Trust Services first reported a position in PSA in Q4 2025 and held it in 2 quarters. The position peaked at $38.5K in Q1 2026. 1,116 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Wealth Enhancement Trust Services reported no remaining Public Storage position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 142 Public Storage shares in Q2 2026, an estimated $38.5K.
  • Wealth Enhancement Trust Services first reported a position in Public Storage in Q4 2025 and held it in 2 quarters.
  • Wealth Enhancement Trust Services's Public Storage position peaked at $38.5K in Q1 2026.
  • 1,116 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.