James T. Borello RIA
PBH icon

James T. Borello RIA’s Prestige Consumer Healthcare PBH Stock Holding History

James T. Borello RIA’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
Q3 		$229 Buy
5
+1
+25% +$50 ﹤0.01% 1111
2026
Q2 		$189 Buy
+4
New +$206 ﹤0.01% 1137

Other funds holding PBH

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

James T. Borello RIA's PBH Position: Q3 2026 in Review

James T. Borello RIA increased its Prestige Consumer Healthcare (PBH) stake by 25% in Q3 2026, buying an estimated $50 and bringing the position to 5 shares worth $229. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

James T. Borello RIA first reported a position in PBH in Q2 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold PBH as of Q3 2026.

  • James T. Borello RIA held 5 shares of Prestige Consumer Healthcare worth $229 as of Q3 2026.
  • James T. Borello RIA bought 1 Prestige Consumer Healthcare share in Q3 2026, an estimated $50.
  • Prestige Consumer Healthcare made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1111 holding.
  • James T. Borello RIA first reported a position in Prestige Consumer Healthcare in Q2 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.