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
Q3 		$536K Buy
3,204
+50
+2% +$8.99K ﹤0.01% 2744
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

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 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
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Wealth Enhancement Advisory Services's PSMT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Pricesmart (PSMT) stake by 1.6% in Q3 2026, buying an estimated $8.99K and bringing the position to 3,204 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #2744.

Wealth Enhancement Advisory Services first reported a position in PSMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $636K in Q4 2025. 22 funds tracked by Wall St. Rank hold PSMT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 3,204 shares of Pricesmart worth $536K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 50 Pricesmart shares in Q3 2026, an estimated $8.99K.
  • Pricesmart made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2744 holding.
  • Wealth Enhancement Advisory Services first reported a position in Pricesmart in Q4 2024 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's Pricesmart position peaked at $636K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Pricesmart as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.