PBH — Prestige Consumer Healthcare I

Ownership history in CONGRESS ASSET MANAGEMENT CO  ·  17 quarters on record

AI Ownership Summary

CONGRESS ASSET MANAGEMENT CO reported Prestige Consumer Healthcare I (PBH) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.64% in 2025 Q1. The latest visible filing shows PBH at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PBH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CONGRESS ASSET MANAGEMENT CO's position in Prestige Consumer Healthcare I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PBH was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PBH stock page CONGRESS ASSET MANAGEMENT CO fund profile CONGRESS ASSET MANAGEMENT CO full holdings
How CONGRESS ASSET MANAGEMENT CO held PBH — position size vs. price
% of Fund (quarterly)    PBH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 450,200 +111,182 +32.8% 0.19% $26.7M 2026-04-14 $56.66
2025 Q4 ADDED 339,018 +43,595 +14.8% 0.15% $20.9M 2026-01-09 $64.17
2025 Q3 REDUCED 295,423 -714,172 -70.7% 0.12% $18.4M 2025-10-10 $61.00
2025 Q2 ADDED 1,009,595 +18,015 +1.8% 0.55% $80.6M 2025-07-16 $75.17
2025 Q1 ADDED 991,580 +82,838 +9.1% 0.64% $85.2M 2025-04-11 $82.12
2024 Q4 ADDED 908,742 +43,619 +5.0% 0.48% $71.0M 2025-01-30 $78.42
2024 Q3 ADDED 865,123 +62,411 +7.8% 0.43% $62.4M 2024-10-28 $73.63
2024 Q2 ADDED 802,712 +38,699 +5.1% 0.40% $55.3M 2024-08-02 $70.53
2024 Q1 ADDED 764,013 +84,757 +12.5% 0.40% $55.4M 2024-04-11 $69.19
2023 Q4 ADDED 679,256 +581,685 +596.2% 0.33% $41.6M 2024-03-04 $71.98
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PBH

As of 2026 Q1 — sorted by position size

WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.06% Estate Planners Group, LLC 0.03% Avior Wealth Management, LLC 3Y 7Y 0.02% NorthCrest Asset Manangement, LLC 3Y 0.01% GAMMA Investing LLC 0.01% Opal Wealth Advisors, LLC 3Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% MJT & Associates Financial Advisory Group, Inc. 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About CONGRESS ASSET MANAGEMENT CO and PBH

These are the practical questions this page is built to answer before you even open the full history table.

How long has CONGRESS ASSET MANAGEMENT CO reported owning PBH?

CONGRESS ASSET MANAGEMENT CO reported PBH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PBH position in CONGRESS ASSET MANAGEMENT CO's portfolio?

The largest reported portfolio weight for PBH was 0.64% in 2025 Q1.

What is the latest reported PBH position on this page?

The most recent filing on this page is 2026 Q1, when CONGRESS ASSET MANAGEMENT CO reported 450,200 shares, equal to 0.19% of portfolio, with an estimated market value of $26.7M.

What does the chart on this PBH ownership page compare?

The chart compares CONGRESS ASSET MANAGEMENT CO's quarterly PBH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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