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Wealthspire Advisors (New York)’s Pricesmart PSMT Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-75
Closed -$9.09K – 2410
2025
Q3 		$9.09K Buy
+75
New +$8.29K ﹤0.01% 2063

Other funds holding PSMT

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wealthspire Advisors (New York)'s PSMT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Pricesmart (PSMT) in Q4 2025, closing a stake of 75 shares — an estimated $9.09K sold.

Wealthspire Advisors (New York) first reported a position in PSMT in Q3 2025 and held it in 1 quarter. The position peaked at $9.09K in Q3 2025. 345 funds tracked by Wall St. Rank hold PSMT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Pricesmart position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 75 Pricesmart shares in Q4 2025, an estimated $9.09K.
  • Wealthspire Advisors (New York) first reported a position in Pricesmart in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Pricesmart position peaked at $9.09K in Q3 2025.
  • 345 funds tracked by Wall St. Rank held Pricesmart as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.