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

Private Wealth Management 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	$1.3K	Sell	22 -1	-4%	-$65	﹤0.01%	1189
2025 Q4	$1.42K	Buy	23 +10	+77%	+$612	﹤0.01%	1180
2025 Q3	$812	Sell	13 -52	-80%	-$3.62K	﹤0.01%	1326
2025 Q2	$5.19K	Buy	65 +21	+48%	+$1.76K	﹤0.01%	737
2025 Q1	$3.78K	Hold	44	–	–	﹤0.01%	827
2024 Q4	$3.44K	Buy	44 +3	+7%	+$233	﹤0.01%	894
2024 Q3	$2.96K	Hold	41	–	–	﹤0.01%	928
2024 Q2	$2.82K	Hold	41	–	–	﹤0.01%	930
2024 Q1	$2.98K	Hold	41	–	–	﹤0.01%	814
2023 Q4	$2.51K	Buy	+41	New	+$2.44K	﹤0.01%	881

Other funds holding PBH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return