EWA
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EverSource Wealth Advisors’s Pricesmart PSMT Stock Holding History

EverSource 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
Q2 		$57K Sell
292
-359
-55% -$59.9K ﹤0.01% 1694
2026
Q1 		$98K Buy
651
+120
+23% +$17.5K ﹤0.01% 1435
2025
Q4 		$65.1K Sell
531
-178
-25% -$21.7K ﹤0.01% 1570
2025
Q3 		$85.9K Sell
709
-67
-9% -$7.41K ﹤0.01% 1367
2025
Q2 		$81.5K Buy
776
+579
+294% +$58.4K ﹤0.01% 1316
2025
Q1 		$17.3K Buy
197
+98
+99% +$8.73K ﹤0.01% 1772
2024
Q4 		$9.13K Buy
99
+6
+6% +$547 ﹤0.01% 2044
2024
Q3 		$8.54K Hold
93
– – ﹤0.01% 1957
2024
Q2 		$8.49K Buy
93
+27
+41% +$2.22K ﹤0.01% 1938
2024
Q1 		$5.32K Buy
66
+61
+1,220% +$4.84K ﹤0.01% 2028
2023
Q4 		$379 Sell
5
-111
-96% -$7.88K ﹤0.01% 2562
2023
Q3 		$8.63K Sell
116
-15
-11% -$1.16K ﹤0.01% 1482
2023
Q2 		$9.7K Buy
+131
New +$9.64K ﹤0.01% 1457
2023
Q1 		– Sell
-41
Closed -$2.49K – 2501
2022
Q4 		$2.49K Hold
41
– – ﹤0.01% 1845
2022
Q3 		$2K Sell
41
-100
-71% -$6.47K ﹤0.01% 1712
2022
Q2 		$10K Buy
141
+82
+139% +$6.36K ﹤0.01% 1037
2022
Q1 		$5K Buy
+59
New +$4.35K ﹤0.01% 1281

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

EverSource Wealth Advisors's PSMT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Pricesmart (PSMT) stake by 55% in Q2 2026, selling an estimated $59.9K and leaving 292 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

EverSource Wealth Advisors first reported a position in PSMT in Q1 2022 and has held it in 17 quarters since. The position peaked at $98K in Q1 2026. 386 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • EverSource Wealth Advisors held 292 shares of Pricesmart worth $57K as of Q2 2026.
  • EverSource Wealth Advisors sold 359 Pricesmart shares in Q2 2026, an estimated $59.9K.
  • Pricesmart made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1694 holding.
  • EverSource Wealth Advisors first reported a position in Pricesmart in Q1 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Pricesmart position peaked at $98K in Q1 2026.
  • 386 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.