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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
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

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

Milestone Asset Management's PBH Position: Q2 2026 in Review

Milestone Asset Management sold out of Prestige Consumer Healthcare (PBH) in Q2 2026, closing a stake of 20,735 shares — an estimated $1.23M sold.

Milestone Asset Management first reported a position in PBH in Q3 2025 and held it in 3 quarters. The position peaked at $1.23M in Q1 2026. 319 funds tracked by Wall St. Rank hold PBH as of Q2 2026.

  • Milestone Asset Management reported no remaining Prestige Consumer Healthcare position as of Q2 2026 after selling out during the quarter.
  • Milestone Asset Management sold 20,735 Prestige Consumer Healthcare shares in Q2 2026, an estimated $1.23M.
  • Milestone Asset Management first reported a position in Prestige Consumer Healthcare in Q3 2025 and held it in 3 quarters.
  • Milestone Asset Management's Prestige Consumer Healthcare position peaked at $1.23M in Q1 2026.
  • 319 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.