CPG
PSMT icon

Cornerstone Planning Group’s Pricesmart PSMT Stock Holding History

Cornerstone Planning Group’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 		$36.3K Sell
195
-1
-0.5% -$167 ﹤0.01% 482
2026
Q1 		$30.6K Sell
196
-2
-1% -$292 ﹤0.01% 540
2025
Q4 		$28.1K Buy
198
+188
+1,880% +$22.9K ﹤0.01% 497
2025
Q3 		$2.62K Buy
+10
New +$1.11K ﹤0.01% 1110
2025
Q2 		– Sell
-58
Closed -$5.82K – 1654
2025
Q1 		$5.82K Buy
+58
New +$5.17K ﹤0.01% 694

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 $3.37T AUM 44.26% 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

Cornerstone Planning Group's PSMT Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Pricesmart (PSMT) stake by 0.51% in Q2 2026, selling an estimated $167 and leaving 195 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Cornerstone Planning Group first reported a position in PSMT in Q1 2025 and has held it in 5 quarters since. 387 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Cornerstone Planning Group held 195 shares of Pricesmart worth $36.3K as of Q2 2026.
  • Cornerstone Planning Group sold 1 Pricesmart share in Q2 2026, an estimated $167.
  • Pricesmart made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #482 holding.
  • Cornerstone Planning Group first reported a position in Pricesmart in Q1 2025 and has held it in 5 quarters since.
  • 387 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.