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Portside Wealth Group’s Pricesmart PSMT Stock Holding History

Portside Wealth Group’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 		$641K Buy
3,282
+1,729
+111% +$288K 0.07% 257
2026
Q1 		$234K Buy
+1,553
New +$227K 0.03% 419

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 $3.37T AUM 44.26% 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

Portside Wealth Group's PSMT Position: Q2 2026 in Review

Portside Wealth Group increased its Pricesmart (PSMT) stake by 111% in Q2 2026, buying an estimated $288K and bringing the position to 3,282 shares worth $641K. The position accounts for 0.07% of the portfolio, ranked #257.

Portside Wealth Group first reported a position in PSMT in Q1 2026 and has held it in 2 quarters since. 387 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Portside Wealth Group held 3,282 shares of Pricesmart worth $641K as of Q2 2026.
  • Portside Wealth Group bought 1,729 Pricesmart shares in Q2 2026, an estimated $288K.
  • Pricesmart made up 0.07% of Portside Wealth Group's portfolio in Q2 2026, its #257 holding.
  • Portside Wealth Group first reported a position in Pricesmart in Q1 2026 and has held it in 2 quarters since.
  • 387 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.