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Cornerstone Planning Group’s Prestige Consumer Healthcare PBH Stock Holding History

Cornerstone Planning Group’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 		$41.9K Buy
854
+71
+9% +$3.65K 0.01% 450
2026
Q1 		$43.7K Buy
+783
New +$50.8K 0.01% 433
2025
Q4 		– Sell
-33
Closed -$3.37K – 1813
2025
Q3 		$3.37K Buy
33
+23
+230% +$1.6K ﹤0.01% 1045
2025
Q2 		$740 Buy
10
+5
+100% +$418 ﹤0.01% 1187
2025
Q1 		$399 Sell
5
-6
-55% -$492 ﹤0.01% 1356
2024
Q4 		$871 Buy
11
+6
+120% +$466 ﹤0.01% 987
2024
Q3 		$368 Buy
+5
New +$354 ﹤0.01% 1146

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

Cornerstone Planning Group's PBH Position: Q2 2026 in Review

Cornerstone Planning Group increased its Prestige Consumer Healthcare (PBH) stake by 9.1% in Q2 2026, buying an estimated $3.65K and bringing the position to 854 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #450.

Cornerstone Planning Group first reported a position in PBH in Q3 2024 and has held it in 7 quarters since. The position peaked at $43.7K in Q1 2026. 319 funds tracked by Wall St. Rank hold PBH as of Q2 2026.

  • Cornerstone Planning Group held 854 shares of Prestige Consumer Healthcare worth $41.9K as of Q2 2026.
  • Cornerstone Planning Group bought 71 Prestige Consumer Healthcare shares in Q2 2026, an estimated $3.65K.
  • Prestige Consumer Healthcare made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #450 holding.
  • Cornerstone Planning Group first reported a position in Prestige Consumer Healthcare in Q3 2024 and has held it in 7 quarters since.
  • Cornerstone Planning Group's Prestige Consumer Healthcare position peaked at $43.7K in Q1 2026.
  • 319 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.