Westside Investment Management, Inc. PRHSX T ROWE PRICE HEALTH

Ownership history in Westside Investment Management, Inc.  ·  27 quarters on record

AI Ownership Summary

Westside Investment Management, Inc. reported T ROWE PRICE HEALTH (PRHSX) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q1. The latest visible filing shows PRHSX at 0.02% 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 PRHSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Westside Investment Management, Inc.'s position in T ROWE PRICE HEALTH, 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

PRHSX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 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.

How Westside Investment Management, Inc. held PRHSX — position size vs. price
% of Fund (quarterly)    PRHSX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,467 0% 0.02% $116K 2026-05-04 $79.80
2025 Q4 UNCHANGED 1,467 0% 0.02% $123K 2026-01-23 $85.31
2025 Q3 UNCHANGED 1,467 0% 0.02% $121K 2025-11-04 $77.55
2025 Q2 UNCHANGED 1,467 0% 0.02% $113K 2025-08-05 $68.42
2025 Q1 UNCHANGED 1,467 0% 0.02% $114K 2025-04-25 $69.40
2024 Q4 UNCHANGED 1,467 0% 0.02% $117K 2025-01-17 $72.00
2024 Q3 UNCHANGED 1,467 0% 0.03% $144K 2024-11-20 $74.33
2024 Q2 UNCHANGED 1,467 0% 0.03% $139K 2024-07-17 $77.96
2024 Q1 UNCHANGED 1,467 0% 0.03% $138K 2024-04-19 $69.99
2023 Q4 UNCHANGED 1,467 0% 0.03% $129K 2024-01-12 $71.16
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PRHSX

As of 2026 Q1 — sorted by position size

Financial Gravity Asset Management, Inc. 3Y 7Y 0.0%

FAQ About Westside Investment Management, Inc. and PRHSX

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

How long has Westside Investment Management, Inc. reported owning PRHSX?

Westside Investment Management, Inc. reported PRHSX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PRHSX position in Westside Investment Management, Inc.'s portfolio?

The largest reported portfolio weight for PRHSX was 0.03% in 2024 Q1.

What is the latest reported PRHSX position on this page?

The most recent filing on this page is 2026 Q1, when Westside Investment Management, Inc. reported 1,467 shares, equal to 0.02% of portfolio, with an estimated market value of $116K.

What does the chart on this PRHSX ownership page compare?

The chart compares Westside Investment Management, Inc.'s quarterly PRHSX 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.

How well did Westside Investment Management, Inc. time their PRHSX position?

Based on 13F filing dates vs. subsequent PRHSX price moves, Westside Investment Management, Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on PRHSX relative to SPY over the holding period was -8.8%.

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