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Axim Planning & Wealth’s Prestige Consumer Healthcare PBH Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-3,910
Closed -$244K – 90
2025
Q3 		$244K Buy
+3,910
New +$272K 0.19% 68

Other funds holding PBH

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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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axim Planning & Wealth's PBH Position: Q4 2025 in Review

Axim Planning & Wealth sold out of Prestige Consumer Healthcare (PBH) in Q4 2025, closing a stake of 3,910 shares — an estimated $244K sold.

Axim Planning & Wealth first reported a position in PBH in Q3 2025 and held it in 1 quarter. The position peaked at $244K in Q3 2025. 354 funds tracked by Wall St. Rank hold PBH as of Q4 2025.

  • Axim Planning & Wealth reported no remaining Prestige Consumer Healthcare position as of Q4 2025 after selling out during the quarter.
  • Axim Planning & Wealth sold 3,910 Prestige Consumer Healthcare shares in Q4 2025, an estimated $244K.
  • Axim Planning & Wealth first reported a position in Prestige Consumer Healthcare in Q3 2025 and held it in 1 quarter.
  • Axim Planning & Wealth's Prestige Consumer Healthcare position peaked at $244K in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2025.

Based on Axim Planning & Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.