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Congress Asset Management’s Prestige Consumer Healthcare PBH Stock Holding History

Congress Asset Management’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
-450,200
Closed -$26.7M – 412
2026
Q1 		$26.7M Buy
450,200
+111,182
+33% +$7.21M 0.19% 129
2025
Q4 		$20.9M Buy
339,018
+43,595
+15% +$2.67M 0.15% 141
2025
Q3 		$18.4M Sell
295,423
-714,172
-71% -$49.7M 0.12% 147
2025
Q2 		$80.6M Buy
1,009,595
+18,015
+2% +$1.51M 0.55% 70
2025
Q1 		$85.2M Buy
991,580
+82,838
+9% +$6.79M 0.64% 59
2024
Q4 		$71M Buy
908,742
+43,619
+5% +$3.39M 0.48% 82
2024
Q3 		$62.4M Buy
865,123
+62,411
+8% +$4.42M 0.43% 89
2024
Q2 		$55.3M Buy
802,712
+38,699
+5% +$2.62M 0.4% 88
2024
Q1 		$55.4M Buy
764,013
+84,757
+12% +$5.67M 0.4% 86
2023
Q4 		$41.6M Buy
679,256
+581,685
+596% +$34.5M 0.33% 92
2023
Q3 		$5.58M Buy
97,571
+12,903
+15% +$780K 0.05% 208
2023
Q2 		$5.03M Buy
84,668
+8,858
+12% +$530K 0.04% 218
2023
Q1 		$4.75M Sell
75,810
-490
-0.6% -$30.6K 0.04% 222
2022
Q4 		$4.78M Buy
76,300
+9,447
+14% +$542K 0.05% 219
2022
Q3 		$3.33M Buy
66,853
+12,106
+22% +$670K 0.04% 231
2022
Q2 		$3.22M Buy
54,747
+20,530
+60% +$1.13M 0.03% 243
2022
Q1 		$1.81M Buy
+34,217
New +$1.98M 0.02% 290

Other funds holding PBH

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return