Abound Wealth Management’s Prestige Consumer Healthcare PBH Stock Holding History

Abound Wealth Management’s Portfolio PBH Stock Details PBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2	Closed	-$119	–	1514
2026 Q1	$119	Hold	2	–	–	﹤0.01%	1378
2025 Q4	$124	Hold	2	–	–	﹤0.01%	1344
2025 Q3	$125	Hold	2	–	–	﹤0.01%	1270
2025 Q2	$160	Sell	2 -1	-33%	-$84	﹤0.01%	1119
2025 Q1	$258	Hold	3	–	–	﹤0.01%	906
2024 Q4	$235	Hold	3	–	–	﹤0.01%	992
2024 Q3	$217	Sell	3 -3	-50%	-$212	﹤0.01%	1111
2024 Q2	$414	Hold	6	–	–	﹤0.01%	884
2024 Q1	$436	Hold	6	–	–	﹤0.01%	942
2023 Q4	$368	Hold	6	–	–	﹤0.01%	1064
2023 Q3	$344	Hold	6	–	–	﹤0.01%	955
2023 Q2	$357	Buy	+6	New	+$359	﹤0.01%	981

Other funds holding PBH

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return