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IEQ Capital’s Prestige Consumer Healthcare PBH Stock Holding History

IEQ Capital’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
-2,885
Closed -$248K – 1947
2025
Q1 		$248K Sell
2,885
-180
-6% -$14.8K ﹤0.01% 1266
2024
Q4 		$239K Buy
+3,065
New +$238K ﹤0.01% 1119

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

IEQ Capital's PBH Position: Q2 2025 in Review

IEQ Capital sold out of Prestige Consumer Healthcare (PBH) in Q2 2025, closing a stake of 2,885 shares — an estimated $248K sold.

IEQ Capital first reported a position in PBH in Q4 2024 and held it in 2 quarters. The position peaked at $248K in Q1 2025. 378 funds tracked by Wall St. Rank hold PBH as of Q2 2025.

  • IEQ Capital reported no remaining Prestige Consumer Healthcare position as of Q2 2025 after selling out during the quarter.
  • IEQ Capital sold 2,885 Prestige Consumer Healthcare shares in Q2 2025, an estimated $248K.
  • IEQ Capital first reported a position in Prestige Consumer Healthcare in Q4 2024 and held it in 2 quarters.
  • IEQ Capital's Prestige Consumer Healthcare position peaked at $248K in Q1 2025.
  • 378 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.