Focus Partners Wealth
PBH icon

Focus Partners Wealth’s Prestige Consumer Healthcare PBH Stock Holding History

Focus Partners Wealth’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
-3,665
Closed -$226K – 2784
2025
Q4 		$226K Buy
+3,665
New +$224K ﹤0.01% 2390
2025
Q3 		– Sell
-3,148
Closed -$251K – 2286
2025
Q2 		$251K Buy
3,148
+119
+4% +$9.95K ﹤0.01% 1767
2025
Q1 		$260K Buy
3,029
+14
+0.5% +$1.15K ﹤0.01% 1639
2024
Q4 		$235K Buy
+3,015
New +$234K ﹤0.01% 1659

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Dimensional Fund Advisors
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Kayne Anderson Rudnick Investment Management
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Vanguard Capital Management
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State Street
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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

Focus Partners Wealth's PBH Position: Q1 2026 in Review

Focus Partners Wealth sold out of Prestige Consumer Healthcare (PBH) in Q1 2026, closing a stake of 3,665 shares — an estimated $226K sold.

Focus Partners Wealth first reported a position in PBH in Q4 2024 and held it in 4 quarters. The position peaked at $260K in Q1 2025. 355 funds tracked by Wall St. Rank hold PBH as of Q1 2026.

  • Focus Partners Wealth reported no remaining Prestige Consumer Healthcare position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 3,665 Prestige Consumer Healthcare shares in Q1 2026, an estimated $226K.
  • Focus Partners Wealth first reported a position in Prestige Consumer Healthcare in Q4 2024 and held it in 4 quarters.
  • Focus Partners Wealth's Prestige Consumer Healthcare position peaked at $260K in Q1 2025.
  • 355 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.