MWPCG
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Measured Wealth Private Client Group’s Prestige Consumer Healthcare PBH Stock Holding History

Measured Wealth Private Client Group’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 		– Sell
-161
Closed -$9.54K – 746
2026
Q1 		$9.54K Hold
161
– – ﹤0.01% 572
2025
Q4 		$9.93K Hold
161
– – ﹤0.01% 563
2025
Q3 		$10K Buy
+161
New +$11.2K ﹤0.01% 561
2018
Q4 		– Sell
-161
Closed -$6K – 517
2018
Q3 		$6K Buy
+161
New +$6.09K ﹤0.01% 675

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

Measured Wealth Private Client Group's PBH Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of Prestige Consumer Healthcare (PBH) in Q2 2026, closing a stake of 161 shares — an estimated $9.54K sold.

Measured Wealth Private Client Group first reported a position in PBH in Q3 2018 and held it in 4 quarters. The position peaked at $10K in Q3 2025. 318 funds tracked by Wall St. Rank hold PBH as of Q2 2026.

  • Measured Wealth Private Client Group reported no remaining Prestige Consumer Healthcare position as of Q2 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 161 Prestige Consumer Healthcare shares in Q2 2026, an estimated $9.54K.
  • Measured Wealth Private Client Group first reported a position in Prestige Consumer Healthcare in Q3 2018 and held it in 4 quarters.
  • Measured Wealth Private Client Group's Prestige Consumer Healthcare position peaked at $10K in Q3 2025.
  • 318 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.