AWM
PBH icon

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

Avior 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
-12,516
Closed -$742K – 862
2026
Q1 		$742K Sell
12,516
-897
-7% -$58.2K 0.02% 430
2025
Q4 		$827K Sell
13,413
-2,479
-16% -$152K 0.03% 340
2025
Q3 		$992K Buy
15,892
+4,087
+35% +$285K 0.03% 300
2025
Q2 		$943K Sell
11,805
-19
-0.2% -$1.59K 0.03% 296
2025
Q1 		$1.02M Buy
11,824
+3,270
+38% +$268K 0.04% 263
2024
Q4 		$668K Buy
8,554
+8,042
+1,571% +$624K 0.02% 372
2024
Q3 		$36.9K Hold
512
– – ﹤0.01% 1225
2024
Q2 		$35.3K Sell
512
-25
-5% -$1.69K ﹤0.01% 1215
2024
Q1 		$39K Buy
+537
New +$35.9K ﹤0.01% 1329

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

Avior Wealth Management's PBH Position: Q2 2026 in Review

Avior Wealth Management sold out of Prestige Consumer Healthcare (PBH) in Q2 2026, closing a stake of 12,516 shares — an estimated $742K sold.

Avior Wealth Management first reported a position in PBH in Q1 2024 and held it in 9 quarters. The position peaked at $1.02M in Q1 2025. 319 funds tracked by Wall St. Rank hold PBH as of Q2 2026.

  • Avior Wealth Management reported no remaining Prestige Consumer Healthcare position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 12,516 Prestige Consumer Healthcare shares in Q2 2026, an estimated $742K.
  • Avior Wealth Management first reported a position in Prestige Consumer Healthcare in Q1 2024 and held it in 9 quarters.
  • Avior Wealth Management's Prestige Consumer Healthcare position peaked at $1.02M in Q1 2025.
  • 319 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.