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Portside Wealth Group’s Prestige Consumer Healthcare PBH Stock Holding History

Portside Wealth Group’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
-6,163
Closed -$365K – 544
2026
Q1 		$365K Buy
6,163
+1,460
+31% +$94.7K 0.05% 330
2025
Q4 		$290K Buy
4,703
+408
+9% +$25K 0.04% 372
2025
Q3 		$268K Sell
4,295
-3,638
-46% -$253K 0.04% 404
2025
Q2 		$633K Sell
7,933
-67
-0.8% -$5.6K 0.09% 208
2025
Q1 		$688K Buy
8,000
+828
+12% +$67.9K 0.11% 194
2024
Q4 		$560K Buy
7,172
+783
+12% +$60.8K 0.09% 213
2024
Q3 		$461K Buy
6,389
+707
+12% +$50.1K 0.08% 238
2024
Q2 		$391K Buy
5,682
+124
+2% +$8.4K 0.07% 240
2024
Q1 		$403K Buy
5,558
+870
+19% +$58.2K 0.07% 238
2023
Q4 		$287K Buy
+4,688
New +$278K 0.05% 273

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

Portside Wealth Group's PBH Position: Q2 2026 in Review

Portside Wealth Group sold out of Prestige Consumer Healthcare (PBH) in Q2 2026, closing a stake of 6,163 shares — an estimated $365K sold.

Portside Wealth Group first reported a position in PBH in Q4 2023 and held it in 10 quarters. The position peaked at $688K in Q1 2025. 319 funds tracked by Wall St. Rank hold PBH as of Q2 2026.

  • Portside Wealth Group reported no remaining Prestige Consumer Healthcare position as of Q2 2026 after selling out during the quarter.
  • Portside Wealth Group sold 6,163 Prestige Consumer Healthcare shares in Q2 2026, an estimated $365K.
  • Portside Wealth Group first reported a position in Prestige Consumer Healthcare in Q4 2023 and held it in 10 quarters.
  • Portside Wealth Group's Prestige Consumer Healthcare position peaked at $688K in Q1 2025.
  • 319 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.