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Advisor Resource Council’s Prestige Consumer Healthcare PBH Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-27,337
Closed -$2.23M – 460
2025
Q1 		$2.23M Buy
+27,337
New +$2.24M 0.18% 141
2024
Q1 		– Sell
-5,667
Closed -$347K – 432
2023
Q4 		$347K Buy
+5,667
New +$336K 0.04% 319
2023
Q2 		– Sell
-3,878
Closed -$246K – 238
2023
Q1 		$246K Buy
+3,878
New +$242K 0.06% 211

Other funds holding PBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor Resource Council's PBH Position: Q2 2025 in Review

Advisor Resource Council sold out of Prestige Consumer Healthcare (PBH) in Q2 2025, closing a stake of 27,337 shares — an estimated $2.23M sold.

Advisor Resource Council first reported a position in PBH in Q1 2023 and held it in 3 quarters. The position peaked at $2.23M in Q1 2025. 378 funds tracked by Wall St. Rank hold PBH as of Q2 2025.

  • Advisor Resource Council reported no remaining Prestige Consumer Healthcare position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 27,337 Prestige Consumer Healthcare shares in Q2 2025, an estimated $2.23M.
  • Advisor Resource Council first reported a position in Prestige Consumer Healthcare in Q1 2023 and held it in 3 quarters.
  • Advisor Resource Council's Prestige Consumer Healthcare position peaked at $2.23M in Q1 2025.
  • 378 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.