Retirement Wealth Solutions
PSMT icon

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
Q3 		$22.8K Hold
135
– – 0.01% 167
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Black Creek Investment Management
Black Creek Investment Management Toronto, Ontario, Canada $1.8B AUM 5.03% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Retirement Wealth Solutions's PSMT Position: Q3 2026 in Review

Retirement Wealth Solutions held its Pricesmart (PSMT) position steady in Q3 2026 at 135 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #167.

Retirement Wealth Solutions first reported a position in PSMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $26.4K in Q2 2026. 213 funds tracked by Wall St. Rank hold PSMT as of Q3 2026.

  • Retirement Wealth Solutions held 135 shares of Pricesmart worth $22.8K as of Q3 2026.
  • Retirement Wealth Solutions left its Pricesmart share count unchanged in Q3 2026.
  • Pricesmart made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #167 holding.
  • Retirement Wealth Solutions first reported a position in Pricesmart in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Pricesmart position peaked at $26.4K in Q2 2026.
  • 213 funds tracked by Wall St. Rank held Pricesmart as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.