Global Retirement Partners’s Pricesmart PSMT Stock Holding History

Global Retirement Partners’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
2025 Q4	$133K	Buy	1,088 +1,062	+4,085%	+$130K	﹤0.01%	1722
2025 Q3	$3.15K	Hold	26	–	–	﹤0.01%	3149
2025 Q2	$2.73K	Buy	+26	New	+$2.62K	﹤0.01%	3126
2024 Q4	$1.29K	Buy	14 +7	+100%	+$639	﹤0.01%	3215
2024 Q3	$642	Hold	7	–	–	﹤0.01%	3232
2024 Q2	$568	Hold	7	–	–	﹤0.01%	3272
2024 Q1	$588	Hold	7	–	–	﹤0.01%	3098
2023 Q4	$538	Hold	7	–	–	﹤0.01%	3063
2023 Q3	$521	Hold	7	–	–	﹤0.01%	2943
2023 Q2	$518	Hold	7	–	–	﹤0.01%	2943
2023 Q1	$499	Hold	7	–	–	﹤0.01%	2924
2022 Q4	$425	Hold	7	–	–	﹤0.01%	2798
2022 Q3	$0	Buy	+7	New	+$453	﹤0.01%	2916

Other funds holding PSMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Global Retirement Partners's PSMT Position: Q4 2025 in Review

Global Retirement Partners increased its Pricesmart (PSMT) stake by 4,085% in Q4 2025, buying an estimated $130K and bringing the position to 1,088 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Global Retirement Partners first reported a position in PSMT in Q3 2022 and has held it in 13 quarters since. 344 funds tracked by Wall St. Rank hold PSMT as of Q4 2025.

Global Retirement Partners held 1,088 shares of Pricesmart worth $133K as of Q4 2025.
Global Retirement Partners bought 1,062 Pricesmart shares in Q4 2025, an estimated $130K.
Pricesmart made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1722 holding.
Global Retirement Partners first reported a position in Pricesmart in Q3 2022 and has held it in 13 quarters since.
344 funds tracked by Wall St. Rank held Pricesmart as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.