Hillsdale Investment Management’s Sally Beauty Holdings SBH Stock Holding History

Hillsdale Investment 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 Q1	$6.79M	Hold	490,176	–	–	0.18%	129
2025 Q4	$6.99M	Sell	490,176 -1,900	-0.4%	-$28.6K	0.19%	130
2025 Q3	$8.01M	Buy	492,076 +9,500	+2%	+$119K	0.24%	81
2025 Q2	$4.47M	Buy	482,576 +166,900	+53%	+$1.44M	0.16%	187
2025 Q1	$2.85M	Buy	315,676 +11,700	+4%	+$115K	0.14%	186
2024 Q4	$3.18M	Buy	+303,976	New	+$3.89M	0.16%	176
2019 Q1	–	Sell	-24,900	Closed	-$425K	–	677
2018 Q4	$425K	Buy	+24,900	New	+$466K	0.05%	301

Other funds holding SBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Hillsdale Investment Management's SBH Position: Q1 2026 in Review

Hillsdale Investment Management held its Sally Beauty Holdings (SBH) position steady in Q1 2026 at 490,176 shares worth $6.79M. The position accounts for 0.18% of the portfolio, ranked #129.

Hillsdale Investment Management first reported a position in SBH in Q4 2018 and has held it in 7 quarters since. The position peaked at $8.01M in Q3 2025. 262 funds tracked by Wall St. Rank hold SBH as of Q1 2026.

Hillsdale Investment Management held 490,176 shares of Sally Beauty Holdings worth $6.79M as of Q1 2026.
Hillsdale Investment Management left its Sally Beauty Holdings share count unchanged in Q1 2026.
Sally Beauty Holdings made up 0.18% of Hillsdale Investment Management's portfolio in Q1 2026, its #129 holding.
Hillsdale Investment Management first reported a position in Sally Beauty Holdings in Q4 2018 and has held it in 7 quarters since.
Hillsdale Investment Management's Sally Beauty Holdings position peaked at $8.01M in Q3 2025.
262 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.