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Global Financial Private Client’s Prestige Consumer Healthcare PBH Stock Holding History

Global Financial Private Client’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 		– Sell
-13
Closed -$1.12K – 1200
2025
Q1 		$1.12K Buy
13
+9
+225% +$738 ﹤0.01% 1034
2024
Q4 		$312 Buy
+4
New +$311 ﹤0.01% 1098
2020
Q4 		– Sell
-34
Closed -$1.23K – 584
2020
Q3 		$1.23K Hold
34
– – ﹤0.01% 429
2020
Q2 		$1.25K Hold
34
– – ﹤0.01% 477
2020
Q1 		$1.26K Hold
34
– – ﹤0.01% 480
2019
Q4 		$1.38K Buy
+34
New +$1.27K ﹤0.01% 506

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

Global Financial Private Client's PBH Position: Q2 2025 in Review

Global Financial Private Client sold out of Prestige Consumer Healthcare (PBH) in Q2 2025, closing a stake of 13 shares — an estimated $1.12K sold.

Global Financial Private Client first reported a position in PBH in Q4 2019 and held it in 6 quarters. The position peaked at $1.38K in Q4 2019. 378 funds tracked by Wall St. Rank hold PBH as of Q2 2025.

  • Global Financial Private Client reported no remaining Prestige Consumer Healthcare position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 13 Prestige Consumer Healthcare shares in Q2 2025, an estimated $1.12K.
  • Global Financial Private Client first reported a position in Prestige Consumer Healthcare in Q4 2019 and held it in 6 quarters.
  • Global Financial Private Client's Prestige Consumer Healthcare position peaked at $1.38K in Q4 2019.
  • 378 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.