Triad Wealth Partners
PSMT icon

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
Q3 		$312K Sell
1,844
-139
-7% -$25K 0.02% 425
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

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

Triad Wealth Partners's PSMT Position: Q3 2026 in Review

Triad Wealth Partners reduced its Pricesmart (PSMT) stake by 7% in Q3 2026, selling an estimated $25K and leaving 1,844 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #425.

Triad Wealth Partners first reported a position in PSMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $877K in Q1 2026. 213 funds tracked by Wall St. Rank hold PSMT as of Q3 2026.

  • Triad Wealth Partners held 1,844 shares of Pricesmart worth $312K as of Q3 2026.
  • Triad Wealth Partners sold 139 Pricesmart shares in Q3 2026, an estimated $25K.
  • Pricesmart made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #425 holding.
  • Triad Wealth Partners first reported a position in Pricesmart in Q4 2025 and has held it in 4 quarters since.
  • Triad Wealth Partners's Pricesmart position peaked at $877K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held Pricesmart as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.