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Meritage Portfolio Management’s Prestige Consumer Healthcare PBH Stock Holding History

Meritage Portfolio Management’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
Q4 		$499K Sell
8,083
-892
-10% -$54.6K 0.03% 221
2025
Q3 		$560K Sell
8,975
-4,069
-31% -$283K 0.04% 220
2025
Q2 		$1.04M Sell
13,044
-658
-5% -$55K 0.07% 188
2025
Q1 		$1.18M Buy
13,702
+876
+7% +$71.9K 0.08% 182
2024
Q4 		$1M Buy
12,826
+834
+7% +$64.8K 0.06% 197
2024
Q3 		$865K Buy
11,992
+1,193
+11% +$84.5K 0.05% 214
2024
Q2 		$744K Buy
10,799
+120
+1% +$8.13K 0.05% 218
2024
Q1 		$775K Sell
10,679
-992
-8% -$66.3K 0.05% 212
2023
Q4 		$714K Buy
11,671
+614
+6% +$36.5K 0.05% 218
2023
Q3 		$632K Buy
11,057
+564
+5% +$34.1K 0.05% 222
2023
Q2 		$624K Buy
10,493
+3,124
+42% +$187K 0.04% 223
2023
Q1 		$462K Buy
7,369
+308
+4% +$19.2K 0.03% 216
2022
Q4 		$442K Buy
7,061
+169
+2% +$9.69K 0.03% 219
2022
Q3 		$343K Buy
6,892
+558
+9% +$30.9K 0.03% 234
2022
Q2 		$372K Sell
6,334
-465
-7% -$25.6K 0.03% 229
2022
Q1 		$360K Buy
6,799
+914
+16% +$52.8K 0.02% 244
2021
Q4 		$357K Buy
+5,885
New +$349K 0.02% 242

Other funds holding PBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meritage Portfolio Management's PBH Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Prestige Consumer Healthcare (PBH) stake by 9.9% in Q4 2025, selling an estimated $54.6K and leaving 8,083 shares worth $499K. The position accounts for 0.03% of the portfolio, ranked #221.

Meritage Portfolio Management first reported a position in PBH in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.18M in Q1 2025. 354 funds tracked by Wall St. Rank hold PBH as of Q4 2025.

  • Meritage Portfolio Management held 8,083 shares of Prestige Consumer Healthcare worth $499K as of Q4 2025.
  • Meritage Portfolio Management sold 892 Prestige Consumer Healthcare shares in Q4 2025, an estimated $54.6K.
  • Prestige Consumer Healthcare made up 0.03% of Meritage Portfolio Management's portfolio in Q4 2025, its #221 holding.
  • Meritage Portfolio Management first reported a position in Prestige Consumer Healthcare in Q4 2021 and has held it in 17 quarters since.
  • Meritage Portfolio Management's Prestige Consumer Healthcare position peaked at $1.18M in Q1 2025.
  • 354 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.