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USA Financial Formulas’s Prestige Consumer Healthcare PBH Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-230
Closed -$19.8K – 332
2025
Q1 		$19.8K Buy
+230
New +$18.9K ﹤0.01% 232
2020
Q3 		– Sell
-4,812
Closed -$181K – 355
2020
Q2 		$181K Buy
+4,812
New +$192K 0.13% 72
2018
Q3 		– Sell
-10,571
Closed -$356K – 361
2018
Q2 		$356K Hold
10,571
– – 0.09% 214
2018
Q1 		$356K Buy
+10,571
New +$406K 0.09% 215

Other funds holding PBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

USA Financial Formulas's PBH Position: Q2 2025 in Review

USA Financial Formulas sold out of Prestige Consumer Healthcare (PBH) in Q2 2025, closing a stake of 230 shares — an estimated $19.8K sold.

USA Financial Formulas first reported a position in PBH in Q1 2018 and held it in 4 quarters. The position peaked at $356K in Q2 2018. 378 funds tracked by Wall St. Rank hold PBH as of Q2 2025.

  • USA Financial Formulas reported no remaining Prestige Consumer Healthcare position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 230 Prestige Consumer Healthcare shares in Q2 2025, an estimated $19.8K.
  • USA Financial Formulas first reported a position in Prestige Consumer Healthcare in Q1 2018 and held it in 4 quarters.
  • USA Financial Formulas's Prestige Consumer Healthcare position peaked at $356K in Q2 2018.
  • 378 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.