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Private Wealth Asset Management’s Prestige Consumer Healthcare PBH Stock Holding History

Private Wealth Asset 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
Q1 		– Sell
-2
Closed -$123 – 1083
2025
Q4 		$123 Hold
2
– – ﹤0.01% 1069
2025
Q3 		$125 Hold
2
– – ﹤0.01% 1058
2025
Q2 		$160 Hold
2
– – ﹤0.01% 1017
2025
Q1 		$172 Buy
+2
New +$164 ﹤0.01% 1108

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Wealth Asset Management's PBH Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Prestige Consumer Healthcare (PBH) in Q1 2026, closing a stake of 2 shares — an estimated $123 sold.

Private Wealth Asset Management first reported a position in PBH in Q1 2025 and held it in 4 quarters. The position peaked at $172 in Q1 2025. 355 funds tracked by Wall St. Rank hold PBH as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Prestige Consumer Healthcare position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 2 Prestige Consumer Healthcare shares in Q1 2026, an estimated $123.
  • Private Wealth Asset Management first reported a position in Prestige Consumer Healthcare in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Prestige Consumer Healthcare position peaked at $172 in Q1 2025.
  • 355 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.