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Clearstead Advisors’s Sally Beauty Holdings SBH Stock Holding History

Clearstead Advisors’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
Q4 		– Sell
-64
Closed -$1.04K – 3182
2025
Q3 		$1.04K Buy
+64
New +$805 ﹤0.01% 2611

Other funds holding SBH

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BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $13.5B AUM 16.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Clearstead Advisors's SBH Position: Q4 2025 in Review

Clearstead Advisors sold out of Sally Beauty Holdings (SBH) in Q4 2025, closing a stake of 64 shares — an estimated $1.04K sold.

Clearstead Advisors first reported a position in SBH in Q3 2025 and held it in 1 quarter. The position peaked at $1.04K in Q3 2025. 249 funds tracked by Wall St. Rank hold SBH as of Q4 2025.

  • Clearstead Advisors reported no remaining Sally Beauty Holdings position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 64 Sally Beauty Holdings shares in Q4 2025, an estimated $1.04K.
  • Clearstead Advisors first reported a position in Sally Beauty Holdings in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's Sally Beauty Holdings position peaked at $1.04K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.