EWA
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EverSource Wealth Advisors’s Sally Beauty Holdings SBH Stock Holding History

EverSource Wealth 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
2026
Q2 		$9.15K Sell
647
-1,242
-66% -$16.7K ﹤0.01% 2955
2026
Q1 		$26.2K Buy
1,889
+701
+59% +$10.7K ﹤0.01% 2332
2025
Q4 		$16.9K Sell
1,188
-267
-18% -$4.02K ﹤0.01% 2495
2025
Q3 		$23.7K Sell
1,455
-81
-5% -$1.02K ﹤0.01% 2245
2025
Q2 		$14.2K Buy
1,536
+1,087
+242% +$9.37K ﹤0.01% 2568
2025
Q1 		$4.05K Buy
449
+21
+5% +$207 ﹤0.01% 2595
2024
Q4 		$4.47K Sell
428
-259
-38% -$3.31K ﹤0.01% 2400
2024
Q3 		$9.32K Hold
687
– – ﹤0.01% 1906
2024
Q2 		$7.87K Buy
687
+193
+39% +$2.12K ﹤0.01% 1999
2024
Q1 		$5.36K Hold
494
– – ﹤0.01% 2022
2023
Q4 		$6.56K Buy
494
+385
+353% +$3.73K ﹤0.01% 1746
2023
Q3 		$913 Sell
109
-421
-79% -$4.47K ﹤0.01% 2267
2023
Q2 		$6.55K Buy
+530
New +$6.72K ﹤0.01% 1617
2022
Q4 		– Sell
-116
Closed -$1K – 2411
2022
Q3 		$1K Sell
116
-187
-62% -$2.6K ﹤0.01% 1883
2022
Q2 		$4K Sell
303
-439
-59% -$6.38K ﹤0.01% 1343
2022
Q1 		$12K Hold
742
– – ﹤0.01% 917
2021
Q4 		$13K Buy
+742
New +$13.5K ﹤0.01% 865

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

EverSource Wealth Advisors's SBH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Sally Beauty Holdings (SBH) stake by 66% in Q2 2026, selling an estimated $16.7K and leaving 647 shares worth $9.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2955.

EverSource Wealth Advisors first reported a position in SBH in Q4 2021 and has held it in 17 quarters since. The position peaked at $26.2K in Q1 2026. 249 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • EverSource Wealth Advisors held 647 shares of Sally Beauty Holdings worth $9.15K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,242 Sally Beauty Holdings shares in Q2 2026, an estimated $16.7K.
  • Sally Beauty Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2955 holding.
  • EverSource Wealth Advisors first reported a position in Sally Beauty Holdings in Q4 2021 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Sally Beauty Holdings position peaked at $26.2K in Q1 2026.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.