1IA
PSMT icon

1620 Investment Advisors’s Pricesmart PSMT Stock Holding History

1620 Investment Advisors’s Portfolio PSMT Stock Details PSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$144K Sell
737
-57
-7% -$9.5K 0.09% 218
2026
Q1 		$119K Buy
794
+13
+2% +$1.9K 0.08% 214
2025
Q4 		$95.8K Buy
781
+2
+0.3% +$244 0.06% 239
2025
Q3 		$94.4K Sell
779
-3
-0.4% -$332 0.06% 243
2025
Q2 		$82.1K Buy
782
+28
+4% +$2.83K 0.06% 253
2025
Q1 		$66.2K Sell
754
-44
-6% -$3.92K 0.05% 269
2024
Q4 		$73.6K Buy
798
+11
+1% +$1K 0.06% 263
2024
Q3 		$72.2K Sell
787
-303
-28% -$26.1K 0.05% 265
2024
Q2 		$72.3K Buy
+1,090
New +$89.7K 0.06% 259

Other funds holding PSMT

EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

1620 Investment Advisors's PSMT Position: Q2 2026 in Review

1620 Investment Advisors reduced its Pricesmart (PSMT) stake by 7.2% in Q2 2026, selling an estimated $9.5K and leaving 737 shares worth $144K. The position accounts for 0.09% of the portfolio, ranked #218.

1620 Investment Advisors first reported a position in PSMT in Q2 2024 and has held it in 9 quarters since. 32 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • 1620 Investment Advisors held 737 shares of Pricesmart worth $144K as of Q2 2026.
  • 1620 Investment Advisors sold 57 Pricesmart shares in Q2 2026, an estimated $9.5K.
  • Pricesmart made up 0.09% of 1620 Investment Advisors's portfolio in Q2 2026, its #218 holding.
  • 1620 Investment Advisors first reported a position in Pricesmart in Q2 2024 and has held it in 9 quarters since.
  • 32 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.