Mount Yale Investment Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

Mount Yale Investment Advisors’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 Q3	–	Sell	-572	Closed	-$45.7K	–	1326
2025 Q2	$45.7K	Buy	+572	New	+$47.8K	﹤0.01%	840
2023 Q1	–	Sell	-5,534	Closed	-$346K	–	519
2022 Q4	$346K	Buy	5,534 +1,198	+28%	+$68.7K	0.04%	332
2022 Q3	$216K	Buy	+4,336	New	+$240K	0.03%	406
2018 Q4	–	Sell	-300	Closed	-$12K	–	645
2018 Q3	$12K	Sell	300 -80	-21%	-$3.03K	﹤0.01%	841
2018 Q2	$15K	Buy	+380	New	+$12.8K	﹤0.01%	841

Other funds holding PBH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Mount Yale Investment Advisors's PBH Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Prestige Consumer Healthcare (PBH) in Q3 2025, closing a stake of 572 shares — an estimated $45.7K sold.

Mount Yale Investment Advisors first reported a position in PBH in Q2 2018 and held it in 5 quarters. The position peaked at $346K in Q4 2022. 357 funds tracked by Wall St. Rank hold PBH as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Prestige Consumer Healthcare position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 572 Prestige Consumer Healthcare shares in Q3 2025, an estimated $45.7K.
Mount Yale Investment Advisors first reported a position in Prestige Consumer Healthcare in Q2 2018 and held it in 5 quarters.
Mount Yale Investment Advisors's Prestige Consumer Healthcare position peaked at $346K in Q4 2022.
357 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.