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Bogart Wealth LLC’s Prestige Consumer Healthcare PBH Stock Holding History

Bogart Wealth LLC’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
-1
Closed -$59 – 2069
2026
Q1 		$59 Hold
1
– – ﹤0.01% 1762
2025
Q4 		$62 Sell
1
-22
-96% -$1.35K ﹤0.01% 1562
2025
Q3 		$1.44K Hold
23
– – ﹤0.01% 1222
2025
Q2 		$1.84K Hold
23
– – ﹤0.01% 1128
2025
Q1 		$1.98K Sell
23
-25
-52% -$2.05K ﹤0.01% 1068
2024
Q4 		$3.75K Buy
+48
New +$3.73K ﹤0.01% 954

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

Bogart Wealth LLC's PBH Position: Q2 2026 in Review

Bogart Wealth LLC sold out of Prestige Consumer Healthcare (PBH) in Q2 2026, closing a stake of 1 share — an estimated $59 sold.

Bogart Wealth LLC first reported a position in PBH in Q4 2024 and held it in 6 quarters. The position peaked at $3.75K in Q4 2024. 319 funds tracked by Wall St. Rank hold PBH as of Q2 2026.

  • Bogart Wealth LLC reported no remaining Prestige Consumer Healthcare position as of Q2 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 1 Prestige Consumer Healthcare share in Q2 2026, an estimated $59.
  • Bogart Wealth LLC first reported a position in Prestige Consumer Healthcare in Q4 2024 and held it in 6 quarters.
  • Bogart Wealth LLC's Prestige Consumer Healthcare position peaked at $3.75K in Q4 2024.
  • 319 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.