KWM
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Koa Wealth Management’s Pricesmart PSMT Stock Holding History

Koa Wealth 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 		$1.43M Sell
7,305
-126
-2% -$21K 0.97% 31
2026
Q1 		$1.12M Sell
7,431
-199
-3% -$29.1K 0.81% 33
2025
Q4 		$936K Buy
+7,630
New +$931K 0.64% 38

Other funds holding PSMT

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ACM
Aubrey Capital Management Edinburgh, United Kingdom $160M AUM 57.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Koa Wealth Management's PSMT Position: Q2 2026 in Review

Koa Wealth Management reduced its Pricesmart (PSMT) stake by 1.7% in Q2 2026, selling an estimated $21K and leaving 7,305 shares worth $1.43M. The position accounts for 0.97% of the portfolio, ranked #31.

Koa Wealth Management first reported a position in PSMT in Q4 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Koa Wealth Management held 7,305 shares of Pricesmart worth $1.43M as of Q2 2026.
  • Koa Wealth Management sold 126 Pricesmart shares in Q2 2026, an estimated $21K.
  • Pricesmart made up 0.97% of Koa Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Koa Wealth Management first reported a position in Pricesmart in Q4 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.