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Wealth Alliance’s Prestige Consumer Healthcare PBH Stock Holding History

Wealth Alliance’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 		– Sell
-4,214
Closed -$250K – 609
2026
Q1 		$250K Buy
+4,214
New +$273K 0.02% 478
2025
Q4 		– Sell
-4,088
Closed -$255K – 587
2025
Q3 		$255K Buy
4,088
+747
+22% +$52K 0.03% 473
2025
Q2 		$267K Buy
+3,341
New +$279K 0.03% 447

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Alliance's PBH Position: Q2 2026 in Review

Wealth Alliance sold out of Prestige Consumer Healthcare (PBH) in Q2 2026, closing a stake of 4,214 shares — an estimated $250K sold.

Wealth Alliance first reported a position in PBH in Q2 2025 and held it in 3 quarters. The position peaked at $267K in Q2 2025. 319 funds tracked by Wall St. Rank hold PBH as of Q2 2026.

  • Wealth Alliance reported no remaining Prestige Consumer Healthcare position as of Q2 2026 after selling out during the quarter.
  • Wealth Alliance sold 4,214 Prestige Consumer Healthcare shares in Q2 2026, an estimated $250K.
  • Wealth Alliance first reported a position in Prestige Consumer Healthcare in Q2 2025 and held it in 3 quarters.
  • Wealth Alliance's Prestige Consumer Healthcare position peaked at $267K in Q2 2025.
  • 319 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.