CIA
PBH icon

Concurrent Investment Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

Concurrent Investment Advisors’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
-6,786
Closed -$402K – 2179
2026
Q1 		$402K Buy
6,786
+238
+4% +$15.4K ﹤0.01% 1322
2025
Q4 		$404K Buy
+6,548
New +$401K ﹤0.01% 1240
2025
Q3 		– Sell
-4,503
Closed -$360K – 1572
2025
Q2 		$360K Buy
4,503
+300
+7% +$25.1K 0.01% 981
2025
Q1 		$361K Buy
+4,203
New +$345K 0.01% 844

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

Concurrent Investment Advisors's PBH Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Prestige Consumer Healthcare (PBH) in Q2 2026, closing a stake of 6,786 shares — an estimated $402K sold.

Concurrent Investment Advisors first reported a position in PBH in Q1 2025 and held it in 4 quarters. The position peaked at $404K in Q4 2025. 319 funds tracked by Wall St. Rank hold PBH as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining Prestige Consumer Healthcare position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 6,786 Prestige Consumer Healthcare shares in Q2 2026, an estimated $402K.
  • Concurrent Investment Advisors first reported a position in Prestige Consumer Healthcare in Q1 2025 and held it in 4 quarters.
  • Concurrent Investment Advisors's Prestige Consumer Healthcare position peaked at $404K in Q4 2025.
  • 319 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.