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Mount Yale Investment Advisors’s Pricesmart PSMT Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$283K Buy
+1,879
New +$274K 0.01% 914
2025
Q3 		– Sell
-607
Closed -$63.8K – 1372
2025
Q2 		$63.8K Buy
+607
New +$61.2K 0.01% 749
2018
Q4 		– Sell
-941
Closed -$65K – 661
2018
Q3 		$65K Sell
941
-173
-16% -$14.5K 0.01% 556
2018
Q2 		$101K Sell
1,114
-396
-26% -$34.4K 0.02% 455
2018
Q1 		$126K Buy
+1,510
New +$124K 0.03% 388

Other funds holding PSMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mount Yale Investment Advisors's PSMT Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Pricesmart (PSMT) in Q1 2026: 1,879 shares worth $283K. The stake represents 0.01% of the portfolio and ranks #914 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in PSMT as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in PSMT in Q1 2018 and has held it in 5 quarters since. 361 funds tracked by Wall St. Rank hold PSMT as of Q1 2026.

  • Mount Yale Investment Advisors held 1,879 shares of Pricesmart worth $283K as of Q1 2026.
  • Pricesmart was a new Mount Yale Investment Advisors position in Q1 2026.
  • Pricesmart made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #914 holding.
  • Mount Yale Investment Advisors first reported a position in Pricesmart in Q1 2018 and has held it in 5 quarters since.
  • 361 funds tracked by Wall St. Rank held Pricesmart as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.