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Triad Wealth Partners’s Pricesmart PSMT Stock Holding History

Triad Wealth Partners’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 		$391K Sell
1,983
-3,842
-66% -$641K 0.02% 386
2026
Q1 		$877K Buy
5,825
+407
+8% +$59.4K 0.07% 191
2025
Q4 		$665K Buy
+5,418
New +$661K 0.06% 209

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

Triad Wealth Partners's PSMT Position: Q2 2026 in Review

Triad Wealth Partners reduced its Pricesmart (PSMT) stake by 66% in Q2 2026, selling an estimated $641K and leaving 1,983 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #386.

Triad Wealth Partners first reported a position in PSMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $877K in Q1 2026. 387 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Triad Wealth Partners held 1,983 shares of Pricesmart worth $391K as of Q2 2026.
  • Triad Wealth Partners sold 3,842 Pricesmart shares in Q2 2026, an estimated $641K.
  • Pricesmart made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #386 holding.
  • Triad Wealth Partners first reported a position in Pricesmart in Q4 2025 and has held it in 3 quarters since.
  • Triad Wealth Partners's Pricesmart position peaked at $877K in Q1 2026.
  • 387 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.