TWD
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True Wealth Design’s Prestige Consumer Healthcare PBH Stock Holding History

True Wealth Design’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
-1
Closed -$63 – 2758
2025
Q3 		$63 Sell
1
-4
-80% -$278 ﹤0.01% 2541
2025
Q2 		$400 Hold
5
– – ﹤0.01% 1829
2025
Q1 		$430 Buy
+5
New +$410 ﹤0.01% 1604

Other funds holding PBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
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
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
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

True Wealth Design's PBH Position: Q4 2025 in Review

True Wealth Design sold out of Prestige Consumer Healthcare (PBH) in Q4 2025, closing a stake of 1 share — an estimated $63 sold.

True Wealth Design first reported a position in PBH in Q1 2025 and held it in 3 quarters. The position peaked at $430 in Q1 2025. 354 funds tracked by Wall St. Rank hold PBH as of Q4 2025.

  • True Wealth Design reported no remaining Prestige Consumer Healthcare position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 1 Prestige Consumer Healthcare share in Q4 2025, an estimated $63.
  • True Wealth Design first reported a position in Prestige Consumer Healthcare in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's Prestige Consumer Healthcare position peaked at $430 in Q1 2025.
  • 354 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.