AIM
SBH icon

Access Investment Management’s Sally Beauty Holdings SBH Stock Holding History

Access Investment Management’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.81M Sell
563,855
-200
-0% -$3.05K 2.08% 16
2025
Q4 		$9.18M Hold
564,055
– – 2.47% 13
2025
Q3 		$9.18M Buy
564,055
+1,750
+0.3% +$22K 2.47% 13
2025
Q2 		$5.21M Buy
+562,305
New +$4.84M 1.48% 25
2024
Q4 		$3.18M Buy
303,845
+53,670
+21% +$686K 0.92% 33
2024
Q3 		$3.39M Buy
250,175
+180
+0.1% +$2.14K 1.03% 30
2024
Q2 		$2.68M Hold
249,995
– – 0.87% 36
2024
Q1 		$3.1M Hold
249,995
– – 1.03% 30
2023
Q4 		$3.32M Buy
+249,995
New +$2.42M 1.24% 25

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return