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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
Q2 		– Sell
-177
Closed -$10.5K – 2359
2026
Q1 		$10.5K Buy
177
+85
+92% +$5.51K ﹤0.01% 1668
2025
Q4 		$5.67K Sell
92
-24
-21% -$1.47K ﹤0.01% 1725
2025
Q3 		$7.24K Buy
+116
New +$8.07K ﹤0.01% 1577

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Fuller & Thaler Asset Management
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Vanguard Capital Management
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State Street
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BIP
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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

Root Financial Partners's PBH Position: Q2 2026 in Review

Root Financial Partners sold out of Prestige Consumer Healthcare (PBH) in Q2 2026, closing a stake of 177 shares — an estimated $10.5K sold.

Root Financial Partners first reported a position in PBH in Q3 2025 and held it in 3 quarters. The position peaked at $10.5K in Q1 2026. 320 funds tracked by Wall St. Rank hold PBH as of Q2 2026.

  • Root Financial Partners reported no remaining Prestige Consumer Healthcare position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 177 Prestige Consumer Healthcare shares in Q2 2026, an estimated $10.5K.
  • Root Financial Partners first reported a position in Prestige Consumer Healthcare in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Prestige Consumer Healthcare position peaked at $10.5K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.