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Essential Partners’s Sally Beauty Holdings SBH Stock Holding History

Essential Partners’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
Q3 		$2.79K Hold
170
– – ﹤0.01% 1785
2026
Q2 		$2.4K Sell
170
-164
-49% -$2.21K ﹤0.01% 1900
2026
Q1 		$4.63K Sell
334
-26
-7% -$397 ﹤0.01% 1613
2025
Q4 		$5.13K Buy
360
+30
+9% +$452 ﹤0.01% 1420
2025
Q3 		$5.37K Hold
330
– – ﹤0.01% 1397
2025
Q2 		$3.06K Buy
+330
New +$2.84K ﹤0.01% 1196

Other funds holding SBH

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's SBH Position: Q3 2026 in Review

Essential Partners held its Sally Beauty Holdings (SBH) position steady in Q3 2026 at 170 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Essential Partners first reported a position in SBH in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.37K in Q3 2025. 15 funds tracked by Wall St. Rank hold SBH as of Q3 2026.

  • Essential Partners held 170 shares of Sally Beauty Holdings worth $2.79K as of Q3 2026.
  • Essential Partners left its Sally Beauty Holdings share count unchanged in Q3 2026.
  • Sally Beauty Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1785 holding.
  • Essential Partners first reported a position in Sally Beauty Holdings in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Sally Beauty Holdings position peaked at $5.37K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.