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Summit Wealth Group (Colorado)’s Prestige Consumer Healthcare PBH Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-3,963
Closed -$227K – 515
2025
Q3 		$227K Buy
+3,963
New +$276K 0.02% 435

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AI
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Kayne Anderson Rudnick Investment Management
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State Street
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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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth Group (Colorado)'s PBH Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Prestige Consumer Healthcare (PBH) in Q4 2025, closing a stake of 3,963 shares — an estimated $227K sold.

Summit Wealth Group (Colorado) first reported a position in PBH in Q3 2025 and held it in 1 quarter. The position peaked at $227K in Q3 2025. 354 funds tracked by Wall St. Rank hold PBH as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Prestige Consumer Healthcare position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,963 Prestige Consumer Healthcare shares in Q4 2025, an estimated $227K.
  • Summit Wealth Group (Colorado) first reported a position in Prestige Consumer Healthcare in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Prestige Consumer Healthcare position peaked at $227K in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.