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Twin Peaks Wealth Advisors’s Pricesmart PSMT Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-84
Closed -$12.6K – 1687
2026
Q1 		$12.6K Buy
+84
New +$12.3K ﹤0.01% 939
2025
Q3 		– Sell
-80
Closed -$8.92K – 1604
2025
Q2 		$8.92K Buy
+80
New +$8.07K ﹤0.01% 1002

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

Twin Peaks Wealth Advisors's PSMT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Pricesmart (PSMT) in Q2 2026, closing a stake of 84 shares — an estimated $12.6K sold.

Twin Peaks Wealth Advisors first reported a position in PSMT in Q2 2025 and held it in 2 quarters. The position peaked at $12.6K in Q1 2026. 386 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Pricesmart position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 84 Pricesmart shares in Q2 2026, an estimated $12.6K.
  • Twin Peaks Wealth Advisors first reported a position in Pricesmart in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Pricesmart position peaked at $12.6K in Q1 2026.
  • 386 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.