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Retirement Wealth Solutions’s Pricesmart PSMT Stock Holding History

Retirement Wealth Solutions’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 		$26.4K Hold
135
– – 0.01% 132
2026
Q1 		$20.3K Sell
135
-10
-7% -$1.46K 0.01% 144
2025
Q4 		$17.8K Hold
145
– – 0.01% 171
2025
Q3 		$17.6K Sell
145
-15
-9% -$1.66K 0.01% 167
2025
Q2 		$16.8K Hold
160
– – 0.01% 167
2025
Q1 		$14.1K Hold
160
– – 0.01% 179
2024
Q4 		$14.3K Buy
+160
New +$14.6K 0.01% 181

Other funds holding PSMT

EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Wealth Solutions's PSMT Position: Q2 2026 in Review

Retirement Wealth Solutions held its Pricesmart (PSMT) position steady in Q2 2026 at 135 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #132.

Retirement Wealth Solutions first reported a position in PSMT in Q4 2024 and has held it in 7 quarters since. 30 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Retirement Wealth Solutions held 135 shares of Pricesmart worth $26.4K as of Q2 2026.
  • Retirement Wealth Solutions left its Pricesmart share count unchanged in Q2 2026.
  • Pricesmart made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #132 holding.
  • Retirement Wealth Solutions first reported a position in Pricesmart in Q4 2024 and has held it in 7 quarters since.
  • 30 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.