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

Congress Wealth 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
2025
Q2 		$13M Buy
163,185
+529
+0.3% +$44.2K 0.13% 190
2025
Q1 		$14M Buy
162,656
+14,941
+10% +$1.23M 0.17% 155
2024
Q4 		$11.5M Buy
147,715
+8,505
+6% +$660K 0.16% 179
2024
Q3 		$10M Buy
139,210
+5,230
+4% +$370K 0.13% 210
2024
Q2 		$9.22M Buy
133,980
+9,699
+8% +$657K 0.15% 184
2024
Q1 		$9.02M Buy
124,281
+10,061
+9% +$673K 0.16% 176
2023
Q4 		$6.99M Buy
114,220
+81,215
+246% +$4.82M 0.13% 189
2023
Q3 		$1.89M Buy
33,005
+2,480
+8% +$150K 0.04% 311
2023
Q2 		$1.81M Buy
30,525
+1,012
+3% +$60.6K 0.04% 278
2023
Q1 		$1.85M Buy
29,513
+2,389
+9% +$149K 0.04% 274
2022
Q4 		$1.7M Buy
27,124
+2,804
+12% +$161K 0.04% 280
2022
Q3 		$1.21M Buy
24,320
+4,838
+25% +$268K 0.03% 318
2022
Q2 		$1.15M Buy
19,482
+1,230
+7% +$67.8K 0.03% 320
2022
Q1 		$967K Buy
+18,252
New +$1.05M 0.02% 356

Other funds holding PBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's PBH Position: Q2 2025 in Review

Congress Wealth Management increased its Prestige Consumer Healthcare (PBH) stake by 0.33% in Q2 2025, buying an estimated $44.2K and bringing the position to 163,185 shares worth $13M. The position accounts for 0.13% of the portfolio, ranked #190.

Congress Wealth Management first reported a position in PBH in Q1 2022 and has held it in 14 quarters since. The position peaked at $14M in Q1 2025. 378 funds tracked by Wall St. Rank hold PBH as of Q2 2025.

  • Congress Wealth Management held 163,185 shares of Prestige Consumer Healthcare worth $13M as of Q2 2025.
  • Congress Wealth Management bought 529 Prestige Consumer Healthcare shares in Q2 2025, an estimated $44.2K.
  • Prestige Consumer Healthcare made up 0.13% of Congress Wealth Management's portfolio in Q2 2025, its #190 holding.
  • Congress Wealth Management first reported a position in Prestige Consumer Healthcare in Q1 2022 and has held it in 14 quarters since.
  • Congress Wealth Management's Prestige Consumer Healthcare position peaked at $14M in Q1 2025.
  • 378 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.