FGC
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Financial Gravity Companies’s Prestige Consumer Healthcare PBH Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$80 Buy
+1
New +$84 ﹤0.01% 920
2024
Q4 		$78 Hold
1
– – ﹤0.01% 912
2024
Q3 		$72 Buy
+1
New +$71 ﹤0.01% 629
2018
Q1 		$27K Buy
+945
New +$36.3K 0.03% 482

Other funds holding PBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Gravity Companies's PBH Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Prestige Consumer Healthcare (PBH) in Q2 2025: 1 share worth $80. The stake represents ﹤0.01% of the portfolio and ranks #920 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PBH as recently as Q4 2024.

Financial Gravity Companies first reported a position in PBH in Q1 2018 and has held it in 4 quarters since. The position peaked at $27K in Q1 2018. 378 funds tracked by Wall St. Rank hold PBH as of Q2 2025.

  • Financial Gravity Companies held 1 share of Prestige Consumer Healthcare worth $80 as of Q2 2025.
  • Prestige Consumer Healthcare was a new Financial Gravity Companies position in Q2 2025.
  • Prestige Consumer Healthcare made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #920 holding.
  • Financial Gravity Companies first reported a position in Prestige Consumer Healthcare in Q1 2018 and has held it in 4 quarters since.
  • Financial Gravity Companies's Prestige Consumer Healthcare position peaked at $27K in Q1 2018.
  • 378 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.