Creative Planning
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Creative Planning’s Prestige Consumer Healthcare PBH Stock Holding History

Creative Planning’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 		$1.97M Buy
41,718
+24,364
+140% +$1.25M ﹤0.01% 2095
2026
Q1 		$1.03M Buy
17,354
+3,662
+27% +$238K ﹤0.01% 2431
2025
Q4 		$845K Sell
13,692
-285
-2% -$17.4K ﹤0.01% 2417
2025
Q3 		$872K Sell
13,977
-5,514
-28% -$384K ﹤0.01% 2236
2025
Q2 		$1.56M Buy
19,491
+3,354
+21% +$281K ﹤0.01% 1517
2025
Q1 		$1.39M Buy
16,137
+2,361
+17% +$194K ﹤0.01% 1456
2024
Q4 		$1.08M Buy
13,776
+3,765
+38% +$292K ﹤0.01% 1597
2024
Q3 		$722K Buy
10,011
+2,460
+33% +$174K ﹤0.01% 1789
2024
Q2 		$520K Sell
7,551
-1,245
-14% -$84.3K ﹤0.01% 1910
2024
Q1 		$638K Buy
8,796
+3,089
+54% +$207K ﹤0.01% 1673
2023
Q4 		$349K Buy
+5,707
New +$339K ﹤0.01% 1983
2023
Q1 		– Sell
-46
Closed -$2.88K – 2739
2022
Q4 		$2.88K Buy
+46
New +$2.64K ﹤0.01% 2409
2017
Q3 		– Sell
-1,108
Closed -$59K – 3163
2017
Q2 		$59K Buy
1,108
+753
+212% +$40.4K ﹤0.01% 2388
2017
Q1 		$20K Sell
355
-303
-46% -$16.7K ﹤0.01% 3134
2016
Q4 		$34K Buy
658
+148
+29% +$7.14K ﹤0.01% 2704
2016
Q3 		$25K Sell
510
-217
-30% -$11K ﹤0.01% 2900
2016
Q2 		$40K Sell
727
-267
-27% -$14.7K ﹤0.01% 2299
2016
Q1 		$53K Buy
+994
New +$49K ﹤0.01% 2058
2014
Q4 		– Sell
-23
Closed -$1K – 4295
2014
Q3 		$1K Sell
23
-777
-97% -$26K ﹤0.01% 3851
2014
Q2 		$27K Hold
800
– – ﹤0.01% 2304
2014
Q1 		$22K Hold
800
– – ﹤0.01% 2306
2013
Q4 		$29K Buy
800
+400
+100% +$13.3K ﹤0.01% 1972
2013
Q3 		$12K Buy
+400
New +$13.1K ﹤0.01% 2360

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

Creative Planning's PBH Position: Q2 2026 in Review

Creative Planning increased its Prestige Consumer Healthcare (PBH) stake by 140% in Q2 2026, buying an estimated $1.25M and bringing the position to 41,718 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

Creative Planning first reported a position in PBH in Q3 2013 and has held it in 23 quarters since. 320 funds tracked by Wall St. Rank hold PBH as of Q2 2026.

  • Creative Planning held 41,718 shares of Prestige Consumer Healthcare worth $1.97M as of Q2 2026.
  • Creative Planning bought 24,364 Prestige Consumer Healthcare shares in Q2 2026, an estimated $1.25M.
  • Prestige Consumer Healthcare made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2095 holding.
  • Creative Planning first reported a position in Prestige Consumer Healthcare in Q3 2013 and has held it in 23 quarters since.
  • 320 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.