Northwestern Mutual Wealth Management’s Pricesmart PSMT Stock Holding History

Northwestern Mutual 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 Q1	$35.2K	Buy	234 +10	+4%	+$1.46K	﹤0.01%	2580
2025 Q4	$27.5K	Buy	224 +49	+28%	+$5.98K	﹤0.01%	2618
2025 Q3	$21.2K	Buy	175 +96	+122%	+$10.6K	﹤0.01%	2647
2025 Q2	$8.3K	Buy	79 +34	+76%	+$3.43K	﹤0.01%	2856
2025 Q1	$3.95K	Sell	45 -92	-67%	-$8.19K	﹤0.01%	3005
2024 Q4	$12.6K	Buy	137 +72	+111%	+$6.57K	﹤0.01%	2662
2024 Q3	$5.97K	Buy	+65	New	+$5.61K	﹤0.01%	2849
2023 Q2	–	Sell	-77	Closed	-$5.5K	–	3550
2023 Q1	$5.5K	Buy	+77	New	+$5.4K	﹤0.01%	2717
2022 Q2	–	Sell	-9	Closed	-$1K	–	3417
2022 Q1	$1K	Sell	9 -115	-93%	-$8.48K	﹤0.01%	3017
2021 Q4	$9K	Buy	124 +115	+1,278%	+$8.64K	﹤0.01%	2604
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	2945
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	2915
2021 Q1	$1K	Buy	+9	New	+$875	﹤0.01%	2700
2019 Q2	–	Sell	-27	Closed	-$2K	–	2662
2019 Q1	$2K	Buy	+27	New	+$1.69K	﹤0.01%	2329
2018 Q4	–	Sell	-22	Closed	-$2K	–	2598
2018 Q3	$2K	Buy	+22	New	+$1.84K	﹤0.01%	2303
2018 Q1	–	Sell	-52	Closed	-$4K	–	2389
2017 Q4	$4K	Sell	52 -42	-45%	-$3.59K	﹤0.01%	1981
2017 Q3	$8K	Buy	+94	New	+$7.88K	﹤0.01%	1721
2017 Q1	–	Sell	-91	Closed	-$8K	–	2319
2016 Q4	$8K	Buy	+91	New	+$8K	﹤0.01%	1699
2016 Q3	–	Sell	-98	Closed	-$9K	–	1194
2016 Q2	$9K	Sell	98 -77	-44%	-$6.69K	﹤0.01%	1403
2016 Q1	$15K	Buy	+175	New	+$13.6K	﹤0.01%	1301
2015 Q1	–	Sell	-273	Closed	-$25K	–	1760
2014 Q4	$25K	Buy	+273	New	+$24.7K	﹤0.01%	830

Other funds holding PSMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northwestern Mutual Wealth Management's PSMT Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Pricesmart (PSMT) stake by 4.5% in Q1 2026, buying an estimated $1.46K and bringing the position to 234 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2580.

Northwestern Mutual Wealth Management first reported a position in PSMT in Q4 2014 and has held it in 21 quarters since. 360 funds tracked by Wall St. Rank hold PSMT as of Q1 2026.

Northwestern Mutual Wealth Management held 234 shares of Pricesmart worth $35.2K as of Q1 2026.
Northwestern Mutual Wealth Management bought 10 Pricesmart shares in Q1 2026, an estimated $1.46K.
Pricesmart made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2580 holding.
Northwestern Mutual Wealth Management first reported a position in Pricesmart in Q4 2014 and has held it in 21 quarters since.
360 funds tracked by Wall St. Rank held Pricesmart as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.