PWG
PBH icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return