MIM
PBH icon

Morningstar Investment Management’s Prestige Consumer Healthcare PBH Stock Holding History

Morningstar Investment 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 		$1.98M Hold
33,410
– – 0.12% 169
2026
Q1 		$1.98M Buy
33,410
+18,082
+118% +$1.17M 0.12% 167
2025
Q4 		$946K Hold
15,328
– – 0.06% 220
2025
Q3 		$956K Buy
+15,328
New +$1.07M 0.04% 356

Other funds holding PBH

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Morningstar Investment Management's PBH Position: Q2 2026 in Review

Morningstar Investment Management held its Prestige Consumer Healthcare (PBH) position steady in Q2 2026 at 33,410 shares worth $1.98M. The position accounts for 0.12% of the portfolio, ranked #169.

Morningstar Investment Management first reported a position in PBH in Q3 2025 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold PBH as of Q2 2026.

  • Morningstar Investment Management held 33,410 shares of Prestige Consumer Healthcare worth $1.98M as of Q2 2026.
  • Morningstar Investment Management left its Prestige Consumer Healthcare share count unchanged in Q2 2026.
  • Prestige Consumer Healthcare made up 0.12% of Morningstar Investment Management's portfolio in Q2 2026, its #169 holding.
  • Morningstar Investment Management first reported a position in Prestige Consumer Healthcare in Q3 2025 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.