FFO
PSMT icon

Fortitude Family Office’s Pricesmart PSMT Stock Holding History

Fortitude Family Office’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 		$80.2K Buy
474
+446
+1,593% +$80.2K 0.01% 310
2026
Q2 		$5.47K Buy
28
+2
+8% +$333 ﹤0.01% 1038
2026
Q1 		$3.91K Buy
26
+18
+225% +$2.63K ﹤0.01% 1011
2025
Q4 		$981 Sell
8
-6
-43% -$732 ﹤0.01% 1459
2025
Q3 		$1.7K Buy
14
+4
+40% +$442 ﹤0.01% 1309
2025
Q2 		$1.05K Buy
+10
New +$1.01K ﹤0.01% 1483

Other funds holding PSMT

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 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
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Fortitude Family Office's PSMT Position: Q3 2026 in Review

Fortitude Family Office increased its Pricesmart (PSMT) stake by 1,593% in Q3 2026, buying an estimated $80.2K and bringing the position to 474 shares worth $80.2K. The position accounts for 0.01% of the portfolio, ranked #310.

Fortitude Family Office first reported a position in PSMT in Q2 2025 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold PSMT as of Q3 2026.

  • Fortitude Family Office held 474 shares of Pricesmart worth $80.2K as of Q3 2026.
  • Fortitude Family Office bought 446 Pricesmart shares in Q3 2026, an estimated $80.2K.
  • Pricesmart made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #310 holding.
  • Fortitude Family Office first reported a position in Pricesmart in Q2 2025 and has held it in 6 quarters since.
  • 22 funds tracked by Wall St. Rank held Pricesmart as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.