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Keystone Wealth Services’s Prestige Consumer Healthcare PBH Stock Holding History

Keystone Wealth Services’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
Q3 		– Sell
-3,951
Closed -$315K – 304
2025
Q2 		$315K Buy
+3,951
New +$330K 0.08% 227

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Keystone Wealth Services's PBH Position: Q3 2025 in Review

Keystone Wealth Services sold out of Prestige Consumer Healthcare (PBH) in Q3 2025, closing a stake of 3,951 shares — an estimated $315K sold.

Keystone Wealth Services first reported a position in PBH in Q2 2025 and held it in 1 quarter. The position peaked at $315K in Q2 2025. 356 funds tracked by Wall St. Rank hold PBH as of Q3 2025.

  • Keystone Wealth Services reported no remaining Prestige Consumer Healthcare position as of Q3 2025 after selling out during the quarter.
  • Keystone Wealth Services sold 3,951 Prestige Consumer Healthcare shares in Q3 2025, an estimated $315K.
  • Keystone Wealth Services first reported a position in Prestige Consumer Healthcare in Q2 2025 and held it in 1 quarter.
  • Keystone Wealth Services's Prestige Consumer Healthcare position peaked at $315K in Q2 2025.
  • 356 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q3 2025.

Based on Keystone Wealth Services's 13F filing for Q3 2025, filed 22 Oct 2025.