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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Pricesmart (PSMT) stake by 23% in Q1 2026, buying an estimated $17.5K and bringing the position to 651 shares worth $98K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

EverSource Wealth Advisors first reported a position in PSMT in Q1 2022 and has held it in 16 quarters since. 360 funds tracked by Wall St. Rank hold PSMT as of Q1 2026.

  • EverSource Wealth Advisors held 651 shares of Pricesmart worth $98K as of Q1 2026.
  • EverSource Wealth Advisors bought 120 Pricesmart shares in Q1 2026, an estimated $17.5K.
  • Pricesmart made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1435 holding.
  • EverSource Wealth Advisors first reported a position in Pricesmart in Q1 2022 and has held it in 16 quarters since.
  • 360 funds tracked by Wall St. Rank held Pricesmart as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.