Root Financial Partners
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Root Financial Partners’s Prestige Consumer Healthcare PBH Stock Holding History

Root Financial Partners’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
Q3 		$3.3K Buy
+72
New +$3.59K ﹤0.01% 2400
2026
Q2 		– Sell
-177
Closed -$10.5K – 2359
2026
Q1 		$10.5K Buy
177
+85
+92% +$5.52K ﹤0.01% 1668
2025
Q4 		$5.68K Sell
92
-24
-21% -$1.47K ﹤0.01% 1725
2025
Q3 		$7.24K Buy
+116
New +$8.08K ﹤0.01% 1577

Other funds holding PBH

Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Root Financial Partners's PBH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Prestige Consumer Healthcare (PBH) in Q3 2026: 72 shares worth $3.3K. The stake represents ﹤0.01% of the portfolio and ranks #2400 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PBH as recently as Q1 2026.

Root Financial Partners first reported a position in PBH in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.5K in Q1 2026. 79 funds tracked by Wall St. Rank hold PBH as of Q3 2026.

  • Root Financial Partners held 72 shares of Prestige Consumer Healthcare worth $3.3K as of Q3 2026.
  • Prestige Consumer Healthcare was a new Root Financial Partners position in Q3 2026.
  • Prestige Consumer Healthcare made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2400 holding.
  • Root Financial Partners first reported a position in Prestige Consumer Healthcare in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Prestige Consumer Healthcare position peaked at $10.5K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.