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Rialto Wealth Management’s Pricesmart PSMT Stock Holding History

Rialto 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
Q2 		$1.76K Buy
9
+4
+80% +$667 ﹤0.01% 1152
2026
Q1 		$753 Buy
5
+1
+25% +$146 ﹤0.01% 1216
2025
Q4 		$491 Buy
4
+1
+33% +$122 ﹤0.01% 1287
2025
Q3 		$364 Buy
3
+1
+50% +$111 ﹤0.01% 1356
2025
Q2 		$211 Buy
+2
New +$202 ﹤0.01% 1367

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

Rialto Wealth Management's PSMT Position: Q2 2026 in Review

Rialto Wealth Management increased its Pricesmart (PSMT) stake by 80% in Q2 2026, buying an estimated $667 and bringing the position to 9 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Rialto Wealth Management first reported a position in PSMT in Q2 2025 and has held it in 5 quarters since. 387 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Rialto Wealth Management held 9 shares of Pricesmart worth $1.76K as of Q2 2026.
  • Rialto Wealth Management bought 4 Pricesmart shares in Q2 2026, an estimated $667.
  • Pricesmart made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1152 holding.
  • Rialto Wealth Management first reported a position in Pricesmart in Q2 2025 and has held it in 5 quarters since.
  • 387 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.