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Integrated Wealth Concepts’s Prestige Consumer Healthcare PBH Stock Holding History

Integrated Wealth Concepts’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 		$252K Sell
5,336
-9,750
-65% -$501K ﹤0.01% 2191
2026
Q1 		$894K Buy
+15,086
New +$979K 0.01% 1185

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

Integrated Wealth Concepts's PBH Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Prestige Consumer Healthcare (PBH) stake by 65% in Q2 2026, selling an estimated $501K and leaving 5,336 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

Integrated Wealth Concepts first reported a position in PBH in Q1 2026 and has held it in 2 quarters since. The position peaked at $894K in Q1 2026. 319 funds tracked by Wall St. Rank hold PBH as of Q2 2026.

  • Integrated Wealth Concepts held 5,336 shares of Prestige Consumer Healthcare worth $252K as of Q2 2026.
  • Integrated Wealth Concepts sold 9,750 Prestige Consumer Healthcare shares in Q2 2026, an estimated $501K.
  • Prestige Consumer Healthcare made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2191 holding.
  • Integrated Wealth Concepts first reported a position in Prestige Consumer Healthcare in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Prestige Consumer Healthcare position peaked at $894K in Q1 2026.
  • 319 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.