Hennion & Walsh Asset Management’s Pricesmart PSMT Stock Holding History

Hennion & Walsh Asset Management’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	$266K	Sell	1,363 -1,090	-44%	-$182K	0.01%	870
2026 Q1	$369K	Buy	2,453 +104	+4%	+$15.2K	0.01%	785
2025 Q4	$288K	Sell	2,349 -52	-2%	-$6.34K	0.01%	843
2025 Q3	$291K	Sell	2,401 -3	-0.1%	-$332	0.01%	854
2025 Q2	$253K	Sell	2,404 -87	-3%	-$8.78K	0.01%	858
2025 Q1	$219K	Buy	+2,491	New	+$222K	0.01%	815

Other funds holding PSMT

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Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return