Smartleaf Asset Management’s Prestige Consumer Healthcare PBH Stock Holding History

Smartleaf 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	$239K	Buy	4,084 +118	+3%	+$7.66K	0.01%	722
2025 Q4	$247K	Buy	3,966 +704	+22%	+$43.1K	0.01%	719
2025 Q3	$202K	Sell	3,262 -180	-5%	-$12.5K	0.01%	731
2025 Q2	$278K	Sell	3,442 -182	-5%	-$15.2K	0.02%	502
2025 Q1	$308K	Sell	3,624 -613	-14%	-$50.3K	0.03%	459
2024 Q4	$328K	Buy	4,237 +964	+29%	+$74.8K	0.03%	420
2024 Q3	$233K	Buy	3,273 +493	+18%	+$34.9K	0.03%	448
2024 Q2	$194K	Buy	2,780 +614	+28%	+$41.6K	0.03%	388
2024 Q1	$157K	Hold	2,166	–	–	0.03%	415
2023 Q4	$134K	Buy	+2,166	New	+$129K	0.04%	378

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