CIA
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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
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AI
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VPM
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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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return