Carson Wealth (CWM LLC)
SBH icon

Carson Wealth (CWM LLC)’s Sally Beauty Holdings SBH Stock Holding History

Carson Wealth (CWM LLC)’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 		$206K Buy
14,850
+157
+1% +$2.39K ﹤0.01% 2717
2025
Q4 		$210K Buy
14,693
+1,490
+11% +$22.5K ﹤0.01% 2534
2025
Q3 		$215K Buy
13,203
+15
+0.1% +$189 ﹤0.01% 2386
2025
Q2 		$122K Buy
13,188
+4,239
+47% +$36.5K ﹤0.01% 2558
2025
Q1 		$81K Buy
8,949
+4,948
+124% +$48.7K ﹤0.01% 2599
2024
Q4 		$42K Sell
4,001
-33
-0.8% -$422 ﹤0.01% 2935
2024
Q3 		$55K Buy
4,034
+381
+10% +$4.53K ﹤0.01% 2621
2024
Q2 		$39K Buy
3,653
+936
+34% +$10.3K ﹤0.01% 2644
2024
Q1 		$34K Buy
2,717
+17
+0.6% +$213 ﹤0.01% 2560
2023
Q4 		$36K Buy
2,700
+1,401
+108% +$13.6K ﹤0.01% 2380
2023
Q3 		$11K Buy
1,299
+1,227
+1,704% +$13K ﹤0.01% 3092
2023
Q2 		$1K Sell
72
-941
-93% -$11.9K ﹤0.01% 4058
2023
Q1 		$16K Buy
1,013
+38
+4% +$591 ﹤0.01% 2665
2022
Q4 		$12K Sell
975
-323
-25% -$3.97K ﹤0.01% 2713
2022
Q3 		$16K Buy
1,298
+400
+45% +$5.55K ﹤0.01% 2392
2022
Q2 		$11K Buy
898
+848
+1,696% +$12.3K ﹤0.01% 2531
2022
Q1 		$1K Sell
50
-142
-74% -$2.46K ﹤0.01% 3403
2021
Q4 		$4K Buy
+192
New +$3.5K ﹤0.01% 2879
2019
Q1 		– Sell
-124
Closed -$2K – 3238
2018
Q4 		$2K Buy
124
+55
+80% +$1.03K ﹤0.01% 1793
2018
Q3 		$1K Buy
+69
New +$1.1K ﹤0.01% 1739
2014
Q1 		– Sell
-467
Closed -$14K – 425
2013
Q4 		$14K Hold
467
– – ﹤0.01% 412
2013
Q3 		$12K Buy
+467
New +$13.1K ﹤0.01% 310

Other funds holding SBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SBH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Sally Beauty Holdings (SBH) stake by 1.1% in Q1 2026, buying an estimated $2.39K and bringing the position to 14,850 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #2717.

Carson Wealth (CWM LLC) first reported a position in SBH in Q3 2013 and has held it in 22 quarters since. The position peaked at $215K in Q3 2025. 263 funds tracked by Wall St. Rank hold SBH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,850 shares of Sally Beauty Holdings worth $206K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 157 Sally Beauty Holdings shares in Q1 2026, an estimated $2.39K.
  • Sally Beauty Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2717 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sally Beauty Holdings in Q3 2013 and has held it in 22 quarters since.
  • Carson Wealth (CWM LLC)'s Sally Beauty Holdings position peaked at $215K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.