Carson Wealth (CWM LLC)’s Prestige Consumer Healthcare PBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $555K | Sell |
9,360
-158
| -2% | -$10.3K | ﹤0.01% | 1934 |
|
|
2025
Q4 | $587K | Sell |
9,518
-1,359
| -12% | -$83.2K | ﹤0.01% | 1820 |
|
|
2025
Q3 | $679K | Sell |
10,877
-822
| -7% | -$57.2K | ﹤0.01% | 1625 |
|
|
2025
Q2 | $934K | Sell |
11,699
-579
| -5% | -$48.4K | ﹤0.01% | 1271 |
|
|
2025
Q1 | $1.06M | Sell |
12,278
-1,834
| -13% | -$150K | ﹤0.01% | 1096 |
|
|
2024
Q4 | $1.1M | Sell |
14,112
-839
| -6% | -$65.1K | ﹤0.01% | 1030 |
|
|
2024
Q3 | $1.08M | Sell |
14,951
-625
| -4% | -$44.3K | ﹤0.01% | 984 |
|
|
2024
Q2 | $1.07M | Sell |
15,576
-2,005
| -11% | -$136K | 0.01% | 855 |
|
|
2024
Q1 | $1.28M | Sell |
17,581
-1,626
| -8% | -$109K | 0.01% | 764 |
|
|
2023
Q4 | $1.18M | Sell |
19,207
-1,810
| -9% | -$107K | 0.01% | 736 |
|
|
2023
Q3 | $1.2M | Sell |
21,017
-1,843
| -8% | -$111K | 0.01% | 673 |
|
|
2023
Q2 | $1.36M | Sell |
22,860
-1,529
| -6% | -$91.5K | 0.01% | 611 |
|
|
2023
Q1 | $1.53M | Sell |
24,389
-427
| -2% | -$26.7K | 0.01% | 537 |
|
|
2022
Q4 | $1.55M | Buy |
24,816
+228
| +0.9% | +$13.1K | 0.01% | 490 |
|
|
2022
Q3 | $1.23M | Sell |
24,588
-950
| -4% | -$52.6K | 0.01% | 506 |
|
|
2022
Q2 | $1.5M | Sell |
25,538
-1,595
| -6% | -$87.9K | 0.01% | 456 |
|
|
2022
Q1 | $1.44M | Sell |
27,133
-4,682
| -15% | -$270K | 0.01% | 476 |
|
|
2021
Q4 | $1.93M | Buy |
+31,815
| New | +$1.89M | 0.01% | 441 |
|
|
2021
Q2 | $1.84M | Hold |
35,418
| – | – | 0.01% | 451 |
|
|
2021
Q1 | $1.84M | Hold |
35,418
| – | – | 0.01% | 451 |
|
|
2020
Q4 | $1.84M | Hold |
35,418
| – | – | 0.01% | 451 |
|
|
2020
Q3 | $1.84M | Hold |
35,418
| – | – | 0.01% | 451 |
|
|
2020
Q2 | $1.84M | Hold |
35,418
| – | – | 0.01% | 451 |
|
|
2020
Q1 | $1.84M | Hold |
35,418
| – | – | 0.01% | 451 |
|
|
2019
Q4 | $1.84M | Hold |
35,418
| – | – | 0.01% | 451 |
|
|
2019
Q3 | $1.84M | Hold |
35,418
| – | – | 0.01% | 451 |
|
|
2019
Q2 | $1.84M | Hold |
35,418
| – | – | 0.01% | 451 |
|
|
2019
Q1 | $1.84M | Buy |
35,418
+31,918
| +912% | +$915K | 0.01% | 451 |
|
|
2018
Q4 | $108K | Buy |
3,500
+3,489
| +31,718% | +$127K | ﹤0.01% | 710 |
|
|
2018
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 1950 |
|
|
2018
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 1752 |
|
|
2018
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 1511 |
|
|
2017
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 1544 |
|
|
2017
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1401 |
|
|
2017
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 1119 |
|
|
2017
Q1 | $1K | Buy |
+11
| New | +$607 | ﹤0.01% | 1086 |
|
|
2016
Q3 | – | Sell |
-284
| Closed | -$16K | – | 1041 |
|
|
2016
Q2 | $16K | Hold |
284
| – | – | ﹤0.01% | 491 |
|
|
2016
Q1 | $15K | Hold |
284
| – | – | ﹤0.01% | 482 |
|
|
2015
Q4 | $15K | Buy |
+284
| New | +$14.1K | ﹤0.01% | 422 |
|
Other funds holding PBH
AI
Carson Wealth (CWM LLC)'s PBH Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Prestige Consumer Healthcare (PBH) stake by 1.7% in Q1 2026, selling an estimated $10.3K and leaving 9,360 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #1934.
Carson Wealth (CWM LLC) first reported a position in PBH in Q4 2015 and has held it in 39 quarters since. The position peaked at $1.93M in Q4 2021. 355 funds tracked by Wall St. Rank hold PBH as of Q1 2026.
- Carson Wealth (CWM LLC) held 9,360 shares of Prestige Consumer Healthcare worth $555K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 158 Prestige Consumer Healthcare shares in Q1 2026, an estimated $10.3K.
- Prestige Consumer Healthcare made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1934 holding.
- Carson Wealth (CWM LLC) first reported a position in Prestige Consumer Healthcare in Q4 2015 and has held it in 39 quarters since.
- Carson Wealth (CWM LLC)'s Prestige Consumer Healthcare position peaked at $1.93M in Q4 2021.
- 355 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.