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 Q3	–	Sell	-5,491	Closed	-$277K	–	1351
2026 Q2	$277K	Buy	+5,491	New	+$282K	﹤0.01%	1083
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%	-$9.9K	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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Diversify Advisory Services's PBH Position: Q3 2026 in Review

Diversify Advisory Services sold out of Prestige Consumer Healthcare (PBH) in Q3 2026, closing a stake of 5,491 shares — an estimated $277K sold.

Diversify Advisory Services first reported a position in PBH in Q1 2024 and held it in 9 quarters. The position peaked at $427K in Q4 2025. 33 funds tracked by Wall St. Rank hold PBH as of Q3 2026.

Diversify Advisory Services reported no remaining Prestige Consumer Healthcare position as of Q3 2026 after selling out during the quarter.
Diversify Advisory Services sold 5,491 Prestige Consumer Healthcare shares in Q3 2026, an estimated $277K.
Diversify Advisory Services first reported a position in Prestige Consumer Healthcare in Q1 2024 and held it in 9 quarters.
Diversify Advisory Services's Prestige Consumer Healthcare position peaked at $427K in Q4 2025.
33 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.