True Wealth Design’s Pricesmart PSMT Stock Holding History

True Wealth Design’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	$196	Sell	1 -7	-88%	-$1.17K	﹤0.01%	2450
2026 Q1	$1.2K	Hold	8	–	–	﹤0.01%	1734
2025 Q4	$982	Sell	8 -1	-11%	-$122	﹤0.01%	1711
2025 Q3	$1.09K	Hold	9	–	–	﹤0.01%	1717
2025 Q2	$946	Hold	9	–	–	﹤0.01%	1488
2025 Q1	$791	Buy	9 +8	+800%	+$713	﹤0.01%	1358
2024 Q4	$93	Buy	+1	New	+$91	﹤0.01%	1279

Other funds holding PSMT

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return