C
PBH icon

Covestor’s Prestige Consumer Healthcare PBH Stock Holding History

Covestor’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 		$61K Sell
1,044
-1,054
-50% -$68.4K 0.04% 578
2025
Q4 		$129K Buy
2,098
+514
+32% +$31.5K 0.07% 419
2025
Q3 		$99K Buy
1,584
+1,050
+197% +$73.1K 0.05% 580
2025
Q2 		$43K Sell
534
-546
-51% -$45.7K 0.03% 951
2025
Q1 		$93K Sell
1,080
-324
-23% -$26.6K 0.06% 538
2024
Q4 		$110K Buy
1,404
+66
+5% +$5.12K 0.07% 471
2024
Q3 		$96K Buy
1,338
+654
+96% +$46.3K 0.06% 541
2024
Q2 		$47K Sell
684
-150
-18% -$10.2K 0.03% 886
2024
Q1 		$61K Buy
834
+148
+22% +$9.9K 0.04% 805
2023
Q4 		$42K Sell
686
-249
-27% -$14.8K 0.03% 930
2023
Q3 		$54K Sell
935
-332
-26% -$20.1K 0.04% 741
2023
Q2 		$75K Buy
1,267
+245
+24% +$14.7K 0.06% 599
2023
Q1 		$64K Sell
1,022
-274
-21% -$17.1K 0.06% 615
2022
Q4 		$81K Buy
1,296
+75
+6% +$4.3K 0.07% 505
2022
Q3 		$61K Buy
1,221
+1,215
+20,250% +$67.3K 0.05% 625
2022
Q2 		$0 Sell
6
-6
-50% -$331 ﹤0.01% 2249
2022
Q1 		$1K Buy
12
+2
+20% +$115 ﹤0.01% 1914
2021
Q4 		$1K Buy
+10
New +$594 ﹤0.01% 1877

Other funds holding PBH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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