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Milestone Asset Management’s Prestige Consumer Healthcare PBH Stock Holding History

Milestone Asset 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
2026
Q3 		$1.25M Buy
+27,280
New +$1.36M 0.2% 120
2026
Q2 		– Sell
-20,735
Closed -$1.23M – 283
2026
Q1 		$1.23M Buy
20,735
+2,209
+12% +$143K 0.23% 102
2025
Q4 		$1.14M Buy
18,526
+4,723
+34% +$289K 0.22% 89
2025
Q3 		$861K Buy
+13,803
New +$961K 0.16% 105

Other funds holding PBH

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Milestone Asset Management's PBH Position: Q3 2026 in Review

Milestone Asset Management opened a new position in Prestige Consumer Healthcare (PBH) in Q3 2026: 27,280 shares worth $1.25M. The stake represents 0.2% of the portfolio and ranks #120 among its holdings. This is a return to the name: Milestone Asset Management previously reported a position in PBH as recently as Q1 2026.

Milestone Asset Management first reported a position in PBH in Q3 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold PBH as of Q3 2026.

  • Milestone Asset Management held 27,280 shares of Prestige Consumer Healthcare worth $1.25M as of Q3 2026.
  • Prestige Consumer Healthcare was a new Milestone Asset Management position in Q3 2026.
  • Prestige Consumer Healthcare made up 0.2% of Milestone Asset Management's portfolio in Q3 2026, its #120 holding.
  • Milestone Asset Management first reported a position in Prestige Consumer Healthcare in Q3 2025 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.