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Crewe Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

Crewe Advisors’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 		$8.83K Sell
149
-23
-13% -$1.49K ﹤0.01% 670
2025
Q4 		$10.6K Buy
172
+23
+15% +$1.41K ﹤0.01% 613
2025
Q3 		$9.3K Buy
+149
New +$10.4K ﹤0.01% 648
2024
Q3 		– Sell
-231
Closed -$15.9K – 919
2024
Q2 		$15.9K Buy
231
+174
+305% +$11.8K ﹤0.01% 595
2024
Q1 		$4.14K Buy
+57
New +$3.81K ﹤0.01% 768
2020
Q4 		– Sell
-147
Closed -$5K – 595
2020
Q3 		$5K Buy
+147
New +$5.47K ﹤0.01% 360

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VPM
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Kayne Anderson Rudnick Investment Management
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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