Diversify Advisory Services’s Prestige Consumer Healthcare PBH Stock Holding History

Diversify Advisory Services’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	–	Sell	-6,559	Closed	-$427K	–	661
2025 Q4	$427K	Buy	6,559 +722	+12%	+$44.2K	0.01%	654
2025 Q3	$354K	Buy	5,837 +256	+5%	+$17.8K	0.01%	666
2025 Q2	$364K	Buy	5,581 +1,217	+28%	+$102K	0.01%	634
2025 Q1	$358K	Buy	4,364 +1,004	+30%	+$82.4K	0.02%	441
2024 Q4	$249K	Sell	3,360 -127	-4%	-$9.86K	0.01%	534
2024 Q3	$250K	Buy	3,487 +69	+2%	+$4.89K	0.01%	547
2024 Q2	$233K	Sell	3,418 -2,433	-42%	-$165K	0.01%	569
2024 Q1	$419K	Buy	+5,851	New	+$391K	0.02%	462

Other funds holding PBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversify Advisory Services's PBH Position: Q1 2026 in Review

Diversify Advisory Services sold out of Prestige Consumer Healthcare (PBH) in Q1 2026, closing a stake of 6,559 shares — an estimated $427K sold.

Diversify Advisory Services first reported a position in PBH in Q1 2024 and held it in 8 quarters. The position peaked at $427K in Q4 2025. 355 funds tracked by Wall St. Rank hold PBH as of Q1 2026.

Diversify Advisory Services reported no remaining Prestige Consumer Healthcare position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 6,559 Prestige Consumer Healthcare shares in Q1 2026, an estimated $427K.
Diversify Advisory Services first reported a position in Prestige Consumer Healthcare in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's Prestige Consumer Healthcare position peaked at $427K in Q4 2025.
355 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.