C
SBH icon

Covestor’s Sally Beauty Holdings SBH Stock Holding History

Covestor’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
Q2 		$10K Buy
726
+93
+15% +$1.25K 0.01% 1621
2026
Q1 		$9K Buy
633
+70
+12% +$1.07K 0.01% 1507
2025
Q4 		$8K Buy
563
+2
+0.4% +$30 ﹤0.01% 1734
2025
Q3 		$9K Sell
561
-278
-33% -$3.5K 0.01% 1687
2025
Q2 		$8K Buy
839
+67
+9% +$577 ﹤0.01% 1684
2025
Q1 		$7K Buy
772
+20
+3% +$197 ﹤0.01% 1676
2024
Q4 		$8K Sell
752
-58
-7% -$741 0.01% 1650
2024
Q3 		$11K Sell
810
-125
-13% -$1.49K 0.01% 1517
2024
Q2 		$10K Buy
935
+162
+21% +$1.78K 0.01% 1560
2024
Q1 		$9K Sell
773
-327
-30% -$4.09K 0.01% 1669
2023
Q4 		$14K Buy
1,100
+386
+54% +$3.74K 0.01% 1355
2023
Q3 		$6K Buy
714
+20
+3% +$212 ﹤0.01% 1695
2023
Q2 		$8K Buy
694
+682
+5,683% +$8.65K 0.01% 1598
2023
Q1 		$0 Hold
12
– – ﹤0.01% 2509
2022
Q4 		$0 Buy
+12
New +$147 ﹤0.01% 2530
2022
Q3 		– Sell
-23
Closed – – 2515
2022
Q2 		$0 Sell
23
-12
-34% -$174 ﹤0.01% 2310
2022
Q1 		$1K Sell
35
-7
-17% -$121 ﹤0.01% 1934
2021
Q4 		$1K Buy
+42
New +$766 ﹤0.01% 1915

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Covestor's SBH Position: Q2 2026 in Review

Covestor increased its Sally Beauty Holdings (SBH) stake by 15% in Q2 2026, buying an estimated $1.25K and bringing the position to 726 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1621.

Covestor first reported a position in SBH in Q4 2021 and has held it in 18 quarters since. The position peaked at $14K in Q4 2023. 249 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • Covestor held 726 shares of Sally Beauty Holdings worth $10K as of Q2 2026.
  • Covestor bought 93 Sally Beauty Holdings shares in Q2 2026, an estimated $1.25K.
  • Sally Beauty Holdings made up 0.01% of Covestor's portfolio in Q2 2026, its #1621 holding.
  • Covestor first reported a position in Sally Beauty Holdings in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Sally Beauty Holdings position peaked at $14K in Q4 2023.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.