Acumen Wealth Advisors’s Pricesmart PSMT Stock Holding History

Acumen Wealth 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 Q1	–	Sell	-20	Closed	-$2.45K	–	546
2025 Q4	$2.45K	Buy	+20	New	+$2.44K	﹤0.01%	424

Other funds holding PSMT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Acumen Wealth Advisors's PSMT Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of Pricesmart (PSMT) in Q1 2026, closing a stake of 20 shares — an estimated $2.45K sold.

Acumen Wealth Advisors first reported a position in PSMT in Q4 2025 and held it in 1 quarter. The position peaked at $2.45K in Q4 2025. 361 funds tracked by Wall St. Rank hold PSMT as of Q1 2026.

Acumen Wealth Advisors reported no remaining Pricesmart position as of Q1 2026 after selling out during the quarter.
Acumen Wealth Advisors sold 20 Pricesmart shares in Q1 2026, an estimated $2.45K.
Acumen Wealth Advisors first reported a position in Pricesmart in Q4 2025 and held it in 1 quarter.
Acumen Wealth Advisors's Pricesmart position peaked at $2.45K in Q4 2025.
361 funds tracked by Wall St. Rank held Pricesmart as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.