Koa Wealth Management
PSMT icon

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
Q3 		$1.2M Sell
7,110
-195
-3% -$35.1K 0.78% 29
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

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Oak Ridge Investments
Oak Ridge Investments Chicago, Illinois $1.68B AUM 48.52% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Koa Wealth Management's PSMT Position: Q3 2026 in Review

Koa Wealth Management reduced its Pricesmart (PSMT) stake by 2.7% in Q3 2026, selling an estimated $35.1K and leaving 7,110 shares worth $1.2M. The position accounts for 0.78% of the portfolio, ranked #29.

Koa Wealth Management first reported a position in PSMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.43M in Q2 2026. 103 funds tracked by Wall St. Rank hold PSMT as of Q3 2026.

  • Koa Wealth Management held 7,110 shares of Pricesmart worth $1.2M as of Q3 2026.
  • Koa Wealth Management sold 195 Pricesmart shares in Q3 2026, an estimated $35.1K.
  • Pricesmart made up 0.78% of Koa Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Koa Wealth Management first reported a position in Pricesmart in Q4 2025 and has held it in 4 quarters since.
  • Koa Wealth Management's Pricesmart position peaked at $1.43M in Q2 2026.
  • 103 funds tracked by Wall St. Rank held Pricesmart as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.