STACKSTONE WEALTH, LLC’s Pricesmart PSMT Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$337K	Buy	+1,992	New	+$358K	0.03%	261

Other funds holding PSMT

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Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

KWM

Koa Wealth Management Encinitas, California $154M AUM 13.16% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

STACKSTONE WEALTH, LLC's PSMT Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Pricesmart (PSMT) in Q3 2026: 1,992 shares worth $337K. The stake represents 0.03% of the portfolio and ranks #261 among its holdings.

35 funds tracked by Wall St. Rank hold PSMT as of Q3 2026.

STACKSTONE WEALTH, LLC held 1,992 shares of Pricesmart worth $337K as of Q3 2026.
Pricesmart was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Pricesmart made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #261 holding.
35 funds tracked by Wall St. Rank held Pricesmart as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.