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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
Q2 		$362K Sell
1,855
-24
-1% -$4K 0.01% 907
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's PSMT Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Pricesmart (PSMT) stake by 1.3% in Q2 2026, selling an estimated $4K and leaving 1,855 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #907.

Mount Yale Investment Advisors first reported a position in PSMT in Q1 2018 and has held it in 6 quarters since. 386 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Mount Yale Investment Advisors held 1,855 shares of Pricesmart worth $362K as of Q2 2026.
  • Mount Yale Investment Advisors sold 24 Pricesmart shares in Q2 2026, an estimated $4K.
  • Pricesmart made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #907 holding.
  • Mount Yale Investment Advisors first reported a position in Pricesmart in Q1 2018 and has held it in 6 quarters since.
  • 386 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.