AWM
SBH icon

AE Wealth Management’s Sally Beauty Holdings SBH Stock Holding History

AE Wealth 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
2025
Q2 		– Sell
-19,751
Closed -$178K – 2252
2025
Q1 		$178K Sell
19,751
-136
-0.7% -$1.34K ﹤0.01% 1308
2024
Q4 		$208K Buy
+19,887
New +$254K ﹤0.01% 1258
2020
Q4 		– Sell
-65,176
Closed -$566K – 1418
2020
Q3 		$566K Buy
+65,176
New +$784K 0.01% 840

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AE Wealth Management's SBH Position: Q2 2025 in Review

AE Wealth Management sold out of Sally Beauty Holdings (SBH) in Q2 2025, closing a stake of 19,751 shares — an estimated $178K sold.

AE Wealth Management first reported a position in SBH in Q3 2020 and held it in 3 quarters. The position peaked at $566K in Q3 2020. 234 funds tracked by Wall St. Rank hold SBH as of Q2 2025.

  • AE Wealth Management reported no remaining Sally Beauty Holdings position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 19,751 Sally Beauty Holdings shares in Q2 2025, an estimated $178K.
  • AE Wealth Management first reported a position in Sally Beauty Holdings in Q3 2020 and held it in 3 quarters.
  • AE Wealth Management's Sally Beauty Holdings position peaked at $566K in Q3 2020.
  • 234 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.