Steward Partners Investment Advisory’s Prestige Consumer Healthcare PBH Stock Holding History

Steward Partners Investment Advisory’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	$332K	Sell	7,030 -40	-0.6%	-$2.06K	﹤0.01%	1946
2026 Q1	$419K	Sell	7,070 -3,353	-32%	-$218K	﹤0.01%	1605
2025 Q4	$643K	Buy	10,423 +3,476	+50%	+$213K	﹤0.01%	1280
2025 Q3	$433K	Buy	6,947 +2,049	+42%	+$143K	﹤0.01%	1453
2025 Q2	$391K	Buy	4,898 +4,654	+1,907%	+$389K	﹤0.01%	1414
2025 Q1	$21K	Buy	244 +68	+39%	+$5.58K	﹤0.01%	2787
2024 Q4	$13.7K	Hold	176	–	–	﹤0.01%	2957
2024 Q3	$12.7K	Hold	176	–	–	﹤0.01%	2859
2024 Q2	$12.1K	Hold	176	–	–	﹤0.01%	2740
2024 Q1	$12.8K	Sell	176 -65	-27%	-$4.35K	﹤0.01%	2718
2023 Q4	$14.8K	Buy	241 +176	+271%	+$10.5K	﹤0.01%	2537
2023 Q3	$3.72K	Hold	65	–	–	﹤0.01%	2920
2023 Q2	$3.86K	Hold	65	–	–	﹤0.01%	2874
2023 Q1	$4.07K	Sell	65 -19	-23%	-$1.19K	﹤0.01%	2843
2022 Q4	$5.26K	Buy	84 +19	+29%	+$1.09K	﹤0.01%	2758
2022 Q3	$3K	Hold	65	–	–	﹤0.01%	2959
2022 Q2	$4K	Hold	65	–	–	﹤0.01%	2858
2022 Q1	$3K	Hold	65	–	–	﹤0.01%	3031
2021 Q4	$4K	Hold	65	–	–	﹤0.01%	2898
2021 Q3	$4K	Hold	65	–	–	﹤0.01%	2878
2021 Q2	$3K	Hold	65	–	–	﹤0.01%	6789
2021 Q1	$2.87K	Hold	65	–	–	﹤0.01%	3151
2020 Q4	$2K	Buy	+65	New	+$2.31K	﹤0.01%	2722
2018 Q4	–	Sell	-148	Closed	-$6K	–	1727
2018 Q3	$6K	Buy	+148	New	+$5.6K	﹤0.01%	2068
2018 Q2	–	Sell	-46	Closed	-$1K	–	2519
2018 Q1	$1K	Hold	46	–	–	﹤0.01%	2152
2017 Q4	$2K	Hold	46	–	–	﹤0.01%	1712
2017 Q3	$2K	Hold	46	–	–	﹤0.01%	1511
2017 Q2	$2K	Hold	46	–	–	﹤0.01%	1436
2017 Q1	$2K	Buy	+46	New	+$2.54K	﹤0.01%	1322

Other funds holding PBH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Advisory's PBH Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Prestige Consumer Healthcare (PBH) stake by 0.57% in Q2 2026, selling an estimated $2.06K and leaving 7,030 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Steward Partners Investment Advisory first reported a position in PBH in Q1 2017 and has held it in 29 quarters since. The position peaked at $643K in Q4 2025. 319 funds tracked by Wall St. Rank hold PBH as of Q2 2026.

Steward Partners Investment Advisory held 7,030 shares of Prestige Consumer Healthcare worth $332K as of Q2 2026.
Steward Partners Investment Advisory sold 40 Prestige Consumer Healthcare shares in Q2 2026, an estimated $2.06K.
Prestige Consumer Healthcare made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1946 holding.
Steward Partners Investment Advisory first reported a position in Prestige Consumer Healthcare in Q1 2017 and has held it in 29 quarters since.
Steward Partners Investment Advisory's Prestige Consumer Healthcare position peaked at $643K in Q4 2025.
319 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.