LI
PBH icon

LRI Investments’s Prestige Consumer Healthcare PBH Stock Holding History

LRI Investments’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 		$16.5K Buy
349
+293
+523% +$15.1K ﹤0.01% 820
2026
Q1 		$3.32K Buy
56
+9
+19% +$584 ﹤0.01% 1184
2025
Q4 		$2.88K Sell
47
-21
-31% -$1.28K ﹤0.01% 1141
2025
Q3 		$4.25K Hold
68
– – ﹤0.01% 1077
2025
Q2 		$5.45K Hold
68
– – ﹤0.01% 1001
2025
Q1 		$5.86K Hold
68
– – ﹤0.01% 905
2024
Q4 		$5.33K Hold
68
– – ﹤0.01% 914
2024
Q3 		$5.64K Hold
68
– – ﹤0.01% 904
2024
Q2 		$4.7K Buy
+68
New +$4.61K ﹤0.01% 912

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WCM
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DC
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return