Vanguard Personalized Indexing Management’s Pricesmart PSMT Stock Holding History

Vanguard Personalized Indexing Management’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	$1.02M	Buy	5,197 +358	+7%	+$59.7K	0.01%	981
2026 Q1	$728K	Buy	4,839 +750	+18%	+$110K	0.01%	1090
2025 Q4	$502K	Buy	4,089 +341	+9%	+$41.6K	﹤0.01%	1245
2025 Q3	$454K	Buy	3,748 +460	+14%	+$50.9K	﹤0.01%	1276
2025 Q2	$345K	Buy	3,288 +392	+14%	+$39.5K	﹤0.01%	1376
2025 Q1	$254K	Buy	2,896 +67	+2%	+$5.97K	﹤0.01%	1416
2024 Q4	$261K	Buy	2,829 +219	+8%	+$20K	﹤0.01%	1401
2024 Q3	$240K	Buy	+2,610	New	+$225K	﹤0.01%	1451
2024 Q2	–	Sell	-2,405	Closed	-$202K	–	1733
2024 Q1	$202K	Buy	+2,405	New	+$191K	﹤0.01%	1442

Other funds holding PSMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Personalized Indexing Management's PSMT Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Pricesmart (PSMT) stake by 7.4% in Q2 2026, buying an estimated $59.7K and bringing the position to 5,197 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #981.

Vanguard Personalized Indexing Management first reported a position in PSMT in Q1 2024 and has held it in 9 quarters since. 386 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

Vanguard Personalized Indexing Management held 5,197 shares of Pricesmart worth $1.02M as of Q2 2026.
Vanguard Personalized Indexing Management bought 358 Pricesmart shares in Q2 2026, an estimated $59.7K.
Pricesmart made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #981 holding.
Vanguard Personalized Indexing Management first reported a position in Pricesmart in Q1 2024 and has held it in 9 quarters since.
386 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.