Corient Private Wealth
SBH icon

Corient Private Wealth’s Sally Beauty Holdings SBH Stock Holding History

Corient Private Wealth’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 		– Sell
-16,824
Closed -$240K – 3002
2025
Q4 		$240K Buy
16,824
+29
+0.2% +$437 ﹤0.01% 2554
2025
Q3 		$273K Buy
+16,795
New +$211K ﹤0.01% 2181
2025
Q2 		– Sell
-17,470
Closed -$158K – 2522
2025
Q1 		$158K Sell
17,470
-1,711
-9% -$16.9K ﹤0.01% 2112
2024
Q4 		$200K Buy
19,181
+1,069
+6% +$13.7K ﹤0.01% 2120
2024
Q3 		$246K Buy
18,112
+2,026
+13% +$24.1K ﹤0.01% 2117
2024
Q2 		$173K Buy
16,086
+547
+4% +$6.01K ﹤0.01% 2143
2024
Q1 		$193K Sell
15,539
-159
-1% -$1.99K ﹤0.01% 2113
2023
Q4 		$208K Buy
+15,698
New +$152K ﹤0.01% 2055

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