Atria Investments
PSMT icon

Atria Investments’s Pricesmart PSMT Stock Holding History

Atria Investments’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 		$502K Buy
2,966
+1,428
+93% +$257K ﹤0.01% 1561
2026
Q2 		$300K Sell
1,538
-537
-26% -$89.5K ﹤0.01% 1856
2026
Q1 		$312K Sell
2,075
-122
-6% -$17.8K ﹤0.01% 1730
2025
Q4 		$270K Buy
2,197
+34
+2% +$4.15K ﹤0.01% 1799
2025
Q3 		$262K Buy
2,163
+91
+4% +$10.1K ﹤0.01% 1785
2025
Q2 		$218K Buy
+2,072
New +$209K ﹤0.01% 1879
2025
Q1 		– Sell
-2,488
Closed -$229K – 1983
2024
Q4 		$229K Buy
2,488
+254
+11% +$23.2K ﹤0.01% 1724
2024
Q3 		$205K Sell
2,234
-868
-28% -$74.9K ﹤0.01% 1821
2024
Q2 		$252K Buy
+3,102
New +$255K ﹤0.01% 1690
2020
Q1 		– Sell
-7,231
Closed -$514K – 1026
2019
Q4 		$514K Buy
7,231
+833
+13% +$59.9K 0.01% 783
2019
Q3 		$455K Buy
6,398
+510
+9% +$30.9K 0.02% 611
2019
Q2 		$342K Buy
5,888
+897
+18% +$50.1K 0.01% 698
2019
Q1 		$294K Buy
+4,991
New +$312K 0.01% 711
2018
Q4 		– Sell
-2,573
Closed -$208K – 989
2018
Q3 		$208K Buy
+2,573
New +$215K 0.01% 927
2014
Q2 		– Sell
-2,173
Closed -$219K – 451
2014
Q1 		$219K Sell
2,173
-1,697
-44% -$170K 0.02% 403
2013
Q4 		$447K Sell
3,870
-149
-4% -$16.8K 0.04% 310
2013
Q3 		$383K Sell
4,019
-253
-6% -$22.7K 0.04% 323
2013
Q2 		$374K Buy
+4,272
New +$369K 0.05% 244

Other funds holding PSMT

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
ACM
Aubrey Capital Management Edinburgh, United Kingdom $160M AUM 31.76% 1-Year Est. Return
KWM
Koa Wealth Management Encinitas, California $154M AUM 13.16% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atria Investments's PSMT Position: Q3 2026 in Review

Atria Investments increased its Pricesmart (PSMT) stake by 93% in Q3 2026, buying an estimated $257K and bringing the position to 2,966 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Atria Investments first reported a position in PSMT in Q2 2013 and has held it in 18 quarters since. The position peaked at $514K in Q4 2019. 25 funds tracked by Wall St. Rank hold PSMT as of Q3 2026.

  • Atria Investments held 2,966 shares of Pricesmart worth $502K as of Q3 2026.
  • Atria Investments bought 1,428 Pricesmart shares in Q3 2026, an estimated $257K.
  • Pricesmart made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #1561 holding.
  • Atria Investments first reported a position in Pricesmart in Q2 2013 and has held it in 18 quarters since.
  • Atria Investments's Pricesmart position peaked at $514K in Q4 2019.
  • 25 funds tracked by Wall St. Rank held Pricesmart as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.