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Hennion & Walsh Asset Management’s Sally Beauty Holdings SBH Stock Holding History

Hennion & Walsh Asset Management’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 		$445K Buy
27,075
+1,236
+5% +$19.6K 0.01% 771
2026
Q2 		$365K Sell
25,839
-136
-0.5% -$1.83K 0.01% 816
2026
Q1 		$360K Sell
25,975
-428
-2% -$6.53K 0.01% 789
2025
Q4 		$377K Buy
26,403
+8,416
+47% +$127K 0.01% 779
2025
Q3 		$293K Buy
17,987
+4,862
+37% +$61.1K 0.01% 852
2025
Q2 		$122K Buy
+13,125
New +$113K ﹤0.01% 906
2023
Q2 		– Sell
-13,965
Closed -$218K – 840
2023
Q1 		$218K Sell
13,965
-461
-3% -$7.17K 0.01% 722
2022
Q4 		$181K Sell
14,426
-15,537
-52% -$191K 0.01% 738
2022
Q3 		$378K Sell
29,963
-1,336
-4% -$18.6K 0.02% 545
2022
Q2 		$373K Sell
31,299
-642
-2% -$9.33K 0.02% 560
2022
Q1 		$499K Sell
31,941
-2,036
-6% -$35.2K 0.03% 513
2021
Q4 		$627K Buy
33,977
+424
+1% +$7.73K 0.03% 485
2021
Q3 		$565K Buy
33,553
+3,262
+11% +$62.1K 0.03% 484
2021
Q2 		$669K Buy
30,291
+17,304
+133% +$365K 0.04% 455
2021
Q1 		$261K Buy
+12,987
New +$217K 0.02% 627

Other funds holding SBH

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Hennion & Walsh Asset Management's SBH Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its Sally Beauty Holdings (SBH) stake by 4.8% in Q3 2026, buying an estimated $19.6K and bringing the position to 27,075 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #771.

Hennion & Walsh Asset Management first reported a position in SBH in Q1 2021 and has held it in 15 quarters since. The position peaked at $669K in Q2 2021. 12 funds tracked by Wall St. Rank hold SBH as of Q3 2026.

  • Hennion & Walsh Asset Management held 27,075 shares of Sally Beauty Holdings worth $445K as of Q3 2026.
  • Hennion & Walsh Asset Management bought 1,236 Sally Beauty Holdings shares in Q3 2026, an estimated $19.6K.
  • Sally Beauty Holdings made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #771 holding.
  • Hennion & Walsh Asset Management first reported a position in Sally Beauty Holdings in Q1 2021 and has held it in 15 quarters since.
  • Hennion & Walsh Asset Management's Sally Beauty Holdings position peaked at $669K in Q2 2021.
  • 12 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.