Wealth Enhancement Advisory Services
PSMT icon

Wealth Enhancement Advisory Services’s Pricesmart PSMT Stock Holding History

Wealth Enhancement Advisory Services’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 		$619K Buy
3,154
+165
+6% +$27.5K ﹤0.01% 2485
2026
Q1 		$456K Sell
2,989
-2,017
-40% -$295K ﹤0.01% 2389
2025
Q4 		$636K Buy
5,006
+2
+0% +$244 ﹤0.01% 2297
2025
Q3 		$607K Buy
5,004
+93
+2% +$10.3K ﹤0.01% 2211
2025
Q2 		$524K Buy
4,911
+152
+3% +$15.3K ﹤0.01% 2193
2025
Q1 		$418K Buy
4,759
+1,928
+68% +$172K ﹤0.01% 2174
2024
Q4 		$261K Buy
+2,831
New +$258K ﹤0.01% 2496

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

Wealth Enhancement Advisory Services's PSMT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Pricesmart (PSMT) stake by 5.5% in Q2 2026, buying an estimated $27.5K and bringing the position to 3,154 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #2485.

Wealth Enhancement Advisory Services first reported a position in PSMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $636K in Q4 2025. 386 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,154 shares of Pricesmart worth $619K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 165 Pricesmart shares in Q2 2026, an estimated $27.5K.
  • Pricesmart made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2485 holding.
  • Wealth Enhancement Advisory Services first reported a position in Pricesmart in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Pricesmart position peaked at $636K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.