EWA
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EverSource Wealth Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

EverSource Wealth 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
Q2 		$15.4K Sell
326
-1,205
-79% -$61.9K ﹤0.01% 2629
2026
Q1 		$90.7K Buy
1,531
+249
+19% +$16.2K ﹤0.01% 1491
2025
Q4 		$79.1K Buy
1,282
+80
+7% +$4.9K ﹤0.01% 1446
2025
Q3 		$75K Sell
1,202
-252
-17% -$17.5K ﹤0.01% 1424
2025
Q2 		$116K Buy
1,454
+876
+152% +$73.3K 0.01% 1121
2025
Q1 		$49.7K Buy
578
+40
+7% +$3.28K ﹤0.01% 1247
2024
Q4 		$42K Buy
538
+7
+1% +$543 ﹤0.01% 1265
2024
Q3 		$38.3K Buy
531
+2
+0.4% +$142 ﹤0.01% 1182
2024
Q2 		$37.5K Buy
529
+63
+14% +$4.27K ﹤0.01% 1233
2024
Q1 		$33.4K Buy
466
+208
+81% +$13.9K ﹤0.01% 1141
2023
Q4 		$15.8K Buy
258
+5
+2% +$297 ﹤0.01% 1348
2023
Q3 		$14.5K Sell
253
-87
-26% -$5.26K ﹤0.01% 1254
2023
Q2 		$20.2K Buy
340
+29
+9% +$1.74K ﹤0.01% 1149
2023
Q1 		$19.5K Sell
311
-124
-29% -$7.74K ﹤0.01% 1092
2022
Q4 		$27.2K Hold
435
– – ﹤0.01% 972
2022
Q3 		$21K Sell
435
-1,187
-73% -$65.7K ﹤0.01% 892
2022
Q2 		$96K Buy
1,622
+1,187
+273% +$65.4K 0.02% 382
2022
Q1 		$23K Hold
435
– – 0.01% 647
2021
Q4 		$26K Buy
+435
New +$25.8K 0.01% 587

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

EverSource Wealth Advisors's PBH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Prestige Consumer Healthcare (PBH) stake by 79% in Q2 2026, selling an estimated $61.9K and leaving 326 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2629.

EverSource Wealth Advisors first reported a position in PBH in Q4 2021 and has held it in 19 quarters since. The position peaked at $116K in Q2 2025. 319 funds tracked by Wall St. Rank hold PBH as of Q2 2026.

  • EverSource Wealth Advisors held 326 shares of Prestige Consumer Healthcare worth $15.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,205 Prestige Consumer Healthcare shares in Q2 2026, an estimated $61.9K.
  • Prestige Consumer Healthcare made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2629 holding.
  • EverSource Wealth Advisors first reported a position in Prestige Consumer Healthcare in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Prestige Consumer Healthcare position peaked at $116K in Q2 2025.
  • 319 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.