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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
Q2 		$2.74K Buy
58
+36
+164% +$1.85K ﹤0.01% 1057
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
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

Private Wealth Management Group's PBH Position: Q2 2026 in Review

Private Wealth Management Group increased its Prestige Consumer Healthcare (PBH) stake by 164% in Q2 2026, buying an estimated $1.85K and bringing the position to 58 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Private Wealth Management Group first reported a position in PBH in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.19K in Q2 2025. 319 funds tracked by Wall St. Rank hold PBH as of Q2 2026.

  • Private Wealth Management Group held 58 shares of Prestige Consumer Healthcare worth $2.74K as of Q2 2026.
  • Private Wealth Management Group bought 36 Prestige Consumer Healthcare shares in Q2 2026, an estimated $1.85K.
  • Prestige Consumer Healthcare made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1057 holding.
  • Private Wealth Management Group first reported a position in Prestige Consumer Healthcare in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Prestige Consumer Healthcare position peaked at $5.19K in Q2 2025.
  • 319 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.