PWM
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Parkworth Wealth Management’s Pricesmart PSMT Stock Holding History

Parkworth 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
2025
Q2 		$420 Buy
4
+3
+300% +$303 ﹤0.01% 692
2025
Q1 		$88 Hold
1
– – ﹤0.01% 977
2024
Q4 		$92 Buy
+1
New +$91 ﹤0.01% 1005

Other funds holding PSMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parkworth Wealth Management's PSMT Position: Q2 2025 in Review

Parkworth Wealth Management increased its Pricesmart (PSMT) stake by 300% in Q2 2025, buying an estimated $303 and bringing the position to 4 shares worth $420. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Parkworth Wealth Management first reported a position in PSMT in Q4 2024 and has held it in 3 quarters since. 305 funds tracked by Wall St. Rank hold PSMT as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of Pricesmart worth $420 as of Q2 2025.
  • Parkworth Wealth Management bought 3 Pricesmart shares in Q2 2025, an estimated $303.
  • Pricesmart made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #692 holding.
  • Parkworth Wealth Management first reported a position in Pricesmart in Q4 2024 and has held it in 3 quarters since.
  • 305 funds tracked by Wall St. Rank held Pricesmart as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.