Corient Private Wealth
PBH icon

Corient Private Wealth’s Prestige Consumer Healthcare PBH Stock Holding History

Corient Private Wealth’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 		$1.49M Sell
25,067
-25,501
-50% -$1.65M ﹤0.01% 1416
2025
Q4 		$3.12M Buy
50,568
+24,675
+95% +$1.51M ﹤0.01% 1281
2025
Q3 		$1.62M Buy
25,893
+5,499
+27% +$383K ﹤0.01% 1168
2025
Q2 		$1.63M Buy
20,394
+762
+4% +$63.7K ﹤0.01% 1129
2025
Q1 		$1.69M Buy
19,632
+4,469
+29% +$367K ﹤0.01% 1036
2024
Q4 		$1.18M Buy
15,163
+11,650
+332% +$905K ﹤0.01% 1241
2024
Q3 		$253K Sell
3,513
-113
-3% -$8K ﹤0.01% 2101
2024
Q2 		$250K Buy
3,626
+110
+3% +$7.45K ﹤0.01% 2010
2024
Q1 		$255K Buy
3,516
+59
+2% +$3.94K ﹤0.01% 1984
2023
Q4 		$212K Sell
3,457
-424
-11% -$25.2K ﹤0.01% 2047
2023
Q3 		$222K Buy
3,881
+138
+4% +$8.34K ﹤0.01% 1871
2023
Q2 		$222K Buy
+3,743
New +$224K ﹤0.01% 1825

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VPM
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VCM
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State Street
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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