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JFS Wealth Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

JFS Wealth Advisors’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 		$710 Sell
15
-20
-57% -$1.03K ﹤0.01% 1885
2026
Q1 		$2.08K Sell
35
-20
-36% -$1.3K ﹤0.01% 1495
2025
Q4 		$3.39K Buy
55
+12
+28% +$735 ﹤0.01% 1391
2025
Q3 		$2.68K Sell
43
-1
-2% -$70 ﹤0.01% 1355
2025
Q2 		$3.51K Sell
44
-5
-10% -$418 ﹤0.01% 1212
2025
Q1 		$4.21K Buy
49
+5
+11% +$410 ﹤0.01% 1181
2024
Q4 		$3.44K Hold
44
– – ﹤0.01% 1269
2024
Q3 		$3.17K Buy
44
+2
+5% +$142 ﹤0.01% 1291
2024
Q2 		$2.89K Hold
42
– – ﹤0.01% 1291
2024
Q1 		$3.05K Hold
42
– – ﹤0.01% 1292
2023
Q4 		$2.57K Sell
42
-9
-18% -$534 ﹤0.01% 1323
2023
Q3 		$2.92K Hold
51
– – ﹤0.01% 1220
2023
Q2 		$3.03K Sell
51
-4
-7% -$239 ﹤0.01% 1223
2023
Q1 		$3.44K Buy
55
+24
+77% +$1.5K ﹤0.01% 1144
2022
Q4 		$1.94K Buy
31
+7
+29% +$401 ﹤0.01% 1386
2022
Q3 		$1K Sell
24
-20
-45% -$1.11K ﹤0.01% 1616
2022
Q2 		$3K Buy
44
+16
+57% +$882 ﹤0.01% 1217
2022
Q1 		$1K Buy
28
+9
+47% +$520 ﹤0.01% 1700
2021
Q4 		$1K Buy
+19
New +$1.13K ﹤0.01% 1500

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

JFS Wealth Advisors's PBH Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Prestige Consumer Healthcare (PBH) stake by 57% in Q2 2026, selling an estimated $1.03K and leaving 15 shares worth $710. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

JFS Wealth Advisors first reported a position in PBH in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.21K in Q1 2025. 318 funds tracked by Wall St. Rank hold PBH as of Q2 2026.

  • JFS Wealth Advisors held 15 shares of Prestige Consumer Healthcare worth $710 as of Q2 2026.
  • JFS Wealth Advisors sold 20 Prestige Consumer Healthcare shares in Q2 2026, an estimated $1.03K.
  • Prestige Consumer Healthcare made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1885 holding.
  • JFS Wealth Advisors first reported a position in Prestige Consumer Healthcare in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Prestige Consumer Healthcare position peaked at $4.21K in Q1 2025.
  • 318 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.