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 Q3	$170	Hold	1	–	–	﹤0.01%	2375
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

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

ACM

Aubrey Capital Management Edinburgh, United Kingdom $160M AUM 31.76% 1-Year Est. Return

KWM

Koa Wealth Management Encinitas, California $154M AUM 13.16% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's PSMT Position: Q3 2026 in Review

True Wealth Design held its Pricesmart (PSMT) position steady in Q3 2026 at 1 share worth $170. The position accounts for ﹤0.01% of the portfolio, ranked #2375.

True Wealth Design first reported a position in PSMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.2K in Q1 2026. 28 funds tracked by Wall St. Rank hold PSMT as of Q3 2026.

True Wealth Design held 1 share of Pricesmart worth $170 as of Q3 2026.
True Wealth Design left its Pricesmart share count unchanged in Q3 2026.
Pricesmart made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2375 holding.
True Wealth Design first reported a position in Pricesmart in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's Pricesmart position peaked at $1.2K in Q1 2026.
28 funds tracked by Wall St. Rank held Pricesmart as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.