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Alliance Wealth Advisors (Utah)’s Prestige Consumer Healthcare PBH Stock Holding History

Alliance Wealth Advisors (Utah)’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
-8,728
Closed -$517K – 247
2026
Q1 		$517K Sell
8,728
-355
-4% -$23K 0.11% 131
2025
Q4 		$560K Sell
9,083
-3,432
-27% -$210K 0.12% 160
2025
Q3 		$781K Buy
12,515
+538
+4% +$37.5K 0.18% 138
2025
Q2 		$956K Buy
11,977
+194
+2% +$16.2K 0.23% 101
2025
Q1 		$1.01M Buy
11,783
+254
+2% +$20.8K 0.26% 94
2024
Q4 		$900K Buy
11,529
+672
+6% +$52.2K 0.23% 108
2024
Q3 		$783K Buy
10,857
+945
+10% +$66.9K 0.21% 116
2024
Q2 		$682K Buy
9,912
+899
+10% +$60.9K 0.2% 116
2024
Q1 		$654K Buy
9,013
+1,022
+13% +$68.3K 0.2% 115
2023
Q4 		$489K Buy
7,991
+458
+6% +$27.2K 0.16% 131
2023
Q3 		$431K Buy
7,533
+516
+7% +$31.2K 0.16% 137
2023
Q2 		$417K Buy
7,017
+909
+15% +$54.4K 0.15% 141
2023
Q1 		$383K Buy
6,108
+527
+9% +$32.9K 0.15% 142
2022
Q4 		$349K Buy
+5,581
New +$320K 0.16% 144

Other funds holding PBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s PBH Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) sold out of Prestige Consumer Healthcare (PBH) in Q2 2026, closing a stake of 8,728 shares — an estimated $517K sold.

Alliance Wealth Advisors (Utah) first reported a position in PBH in Q4 2022 and held it in 14 quarters. The position peaked at $1.01M in Q1 2025. 318 funds tracked by Wall St. Rank hold PBH as of Q2 2026.

  • Alliance Wealth Advisors (Utah) reported no remaining Prestige Consumer Healthcare position as of Q2 2026 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 8,728 Prestige Consumer Healthcare shares in Q2 2026, an estimated $517K.
  • Alliance Wealth Advisors (Utah) first reported a position in Prestige Consumer Healthcare in Q4 2022 and held it in 14 quarters.
  • Alliance Wealth Advisors (Utah)'s Prestige Consumer Healthcare position peaked at $1.01M in Q1 2025.
  • 318 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.