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Spire Wealth Management’s Prestige Consumer Healthcare PBH Stock Holding History

Spire Wealth 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 		– Sell
-15
Closed -$925 – 2368
2025
Q4 		$925 Buy
+15
New +$918 ﹤0.01% 2205
2023
Q2 		– Sell
-21
Closed -$1.31K – 2496
2023
Q1 		$1.31K Sell
21
-107
-84% -$6.68K ﹤0.01% 2351
2022
Q4 		$8K Buy
+128
New +$7.34K ﹤0.01% 1704
2022
Q3 		– Sell
-15
Closed -$1K – 2486
2022
Q2 		$1K Buy
+15
New +$827 ﹤0.01% 2559

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spire Wealth Management's PBH Position: Q1 2026 in Review

Spire Wealth Management sold out of Prestige Consumer Healthcare (PBH) in Q1 2026, closing a stake of 15 shares — an estimated $925 sold.

Spire Wealth Management first reported a position in PBH in Q2 2022 and held it in 4 quarters. The position peaked at $8K in Q4 2022. 355 funds tracked by Wall St. Rank hold PBH as of Q1 2026.

  • Spire Wealth Management reported no remaining Prestige Consumer Healthcare position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 15 Prestige Consumer Healthcare shares in Q1 2026, an estimated $925.
  • Spire Wealth Management first reported a position in Prestige Consumer Healthcare in Q2 2022 and held it in 4 quarters.
  • Spire Wealth Management's Prestige Consumer Healthcare position peaked at $8K in Q4 2022.
  • 355 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.