PWPS
PBH icon

Pinnacle Wealth Planning Services’s Prestige Consumer Healthcare PBH Stock Holding History

Pinnacle Wealth Planning Services’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 		$32.2K Sell
681
-632
-48% -$32.5K ﹤0.01% 1553
2026
Q1 		$77.8K Buy
1,313
+17
+1% +$1.1K 0.01% 947
2025
Q4 		$80K Buy
+1,296
New +$79.3K 0.01% 907

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

Pinnacle Wealth Planning Services's PBH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Prestige Consumer Healthcare (PBH) stake by 48% in Q2 2026, selling an estimated $32.5K and leaving 681 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Pinnacle Wealth Planning Services first reported a position in PBH in Q4 2025 and has held it in 3 quarters since. The position peaked at $80K in Q4 2025. 319 funds tracked by Wall St. Rank hold PBH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 681 shares of Prestige Consumer Healthcare worth $32.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 632 Prestige Consumer Healthcare shares in Q2 2026, an estimated $32.5K.
  • Prestige Consumer Healthcare made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1553 holding.
  • Pinnacle Wealth Planning Services first reported a position in Prestige Consumer Healthcare in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Prestige Consumer Healthcare position peaked at $80K in Q4 2025.
  • 319 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.