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Bell Investment Advisors’s Pricesmart PSMT Stock Holding History

Bell 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 		$40.4K Sell
207
-3
-1% -$500 0.01% 316
2026
Q1 		$31.6K Buy
210
+3
+1% +$438 ﹤0.01% 338
2025
Q4 		$25.4K Buy
207
+48
+30% +$5.86K ﹤0.01% 380
2025
Q3 		$19.3K Sell
159
-5
-3% -$553 ﹤0.01% 418
2025
Q2 		$17.2K Buy
164
+7
+4% +$706 ﹤0.01% 467
2025
Q1 		$13.8K Hold
157
– – ﹤0.01% 492
2024
Q4 		$14.5K Buy
157
+5
+3% +$456 ﹤0.01% 473
2024
Q3 		$14K Hold
152
– – ﹤0.01% 498
2024
Q2 		$12.3K Buy
152
+13
+9% +$1.07K ﹤0.01% 532
2024
Q1 		$11.7K Hold
139
– – ﹤0.01% 526
2023
Q4 		$10.5K Sell
139
-15
-10% -$1.06K ﹤0.01% 541
2023
Q3 		$11.5K Hold
154
– – ﹤0.01% 458
2023
Q2 		$11.4K Buy
154
+7
+5% +$515 ﹤0.01% 468
2023
Q1 		$10.5K Sell
147
-20
-12% -$1.4K ﹤0.01% 466
2022
Q4 		$10.2K Buy
167
+48
+40% +$3.13K ﹤0.01% 481
2022
Q3 		$7K Buy
119
+4
+3% +$259 ﹤0.01% 547
2022
Q2 		$8K Buy
+115
New +$8.91K ﹤0.01% 513
2021
Q4 		$7K Sell
94
-5
-5% -$376 ﹤0.01% 624
2021
Q3 		$8K Buy
+99
New +$8.4K ﹤0.01% 531

Other funds holding PSMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bell Investment Advisors reduced its Pricesmart (PSMT) stake by 1.4% in Q2 2026, selling an estimated $500 and leaving 207 shares worth $40.4K. The position accounts for 0.01% of the portfolio, ranked #316.

Bell Investment Advisors first reported a position in PSMT in Q3 2021 and has held it in 19 quarters since. 386 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Bell Investment Advisors held 207 shares of Pricesmart worth $40.4K as of Q2 2026.
  • Bell Investment Advisors sold 3 Pricesmart shares in Q2 2026, an estimated $500.
  • Pricesmart made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #316 holding.
  • Bell Investment Advisors first reported a position in Pricesmart in Q3 2021 and has held it in 19 quarters since.
  • 386 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.