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Estate Planners Group’s Prestige Consumer Healthcare PBH Stock Holding History

Estate Planners Group’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
-1,135
Closed -$70K – 313
2025
Q4 		$70K Buy
+1,135
New +$69.5K 0.03% 118

Other funds holding PBH

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Vanguard Portfolio Management
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Dimensional Fund Advisors
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Estate Planners Group's PBH Position: Q1 2026 in Review

Estate Planners Group sold out of Prestige Consumer Healthcare (PBH) in Q1 2026, closing a stake of 1,135 shares — an estimated $70K sold.

Estate Planners Group first reported a position in PBH in Q4 2025 and held it in 1 quarter. The position peaked at $70K in Q4 2025. 355 funds tracked by Wall St. Rank hold PBH as of Q1 2026.

  • Estate Planners Group reported no remaining Prestige Consumer Healthcare position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 1,135 Prestige Consumer Healthcare shares in Q1 2026, an estimated $70K.
  • Estate Planners Group first reported a position in Prestige Consumer Healthcare in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Prestige Consumer Healthcare position peaked at $70K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.