IRC
SBH icon

Investors Research Corp’s Sally Beauty Holdings SBH Stock Holding History

Investors Research Corp’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 		$224K Sell
15,825
-500
-3% -$6.74K 0.04% 257
2026
Q1 		$226K Sell
16,325
-400
-2% -$6.1K 0.04% 251
2025
Q4 		$238K Hold
16,725
– – 0.04% 273
2025
Q3 		$272K Hold
16,725
– – 0.05% 267
2025
Q2 		$155K Hold
16,725
– – 0.03% 336
2025
Q1 		$151K Hold
16,725
– – 0.03% 330
2024
Q4 		$175K Sell
16,725
-400
-2% -$5.11K 0.04% 313
2024
Q3 		$232K Sell
17,125
-600
-3% -$7.13K 0.05% 292
2024
Q2 		$190K Hold
17,725
– – 0.04% 311
2024
Q1 		$220K Buy
17,725
+1,200
+7% +$15K 0.05% 305
2023
Q4 		$219K Sell
16,525
-2,200
-12% -$21.3K 0.05% 314
2023
Q3 		$157K Sell
18,725
-300
-2% -$3.19K 0.04% 354
2023
Q2 		$235K Buy
19,025
+300
+2% +$3.81K 0.06% 304
2023
Q1 		$292K Hold
18,725
– – 0.08% 279
2022
Q4 		$234K Hold
18,725
– – 0.06% 297
2022
Q3 		$236K Hold
18,725
– – 0.07% 282
2022
Q2 		$223K Hold
18,725
– – 0.07% 298
2022
Q1 		$293K Buy
18,725
+600
+3% +$10.4K 0.08% 259
2021
Q4 		$335K Sell
18,125
-600
-3% -$10.9K 0.1% 231
2021
Q3 		$316K Hold
18,725
– – 0.11% 232
2021
Q2 		$413K Hold
18,725
– – 0.14% 199
2021
Q1 		$377K Sell
18,725
-700
-4% -$11.7K 0.14% 207
2020
Q4 		$253K Sell
19,425
-800
-4% -$8.54K 0.1% 280
2020
Q3 		$176K Hold
20,225
– – 0.09% 302
2020
Q2 		$253K Hold
20,225
– – 0.13% 221
2020
Q1 		$163K Hold
20,225
– – 0.1% 257
2019
Q4 		$369K Hold
20,225
– – 0.17% 179
2019
Q3 		$301K Hold
20,225
– – 0.15% 200
2019
Q2 		$270K Hold
20,225
– – 0.14% 209
2019
Q1 		$372K Hold
20,225
– – 0.2% 159
2018
Q4 		$345K Hold
20,225
– – 0.24% 158
2018
Q3 		$372K Sell
20,225
-600
-3% -$9.59K 0.21% 182
2018
Q2 		$334K Buy
20,825
+400
+2% +$6.36K 0.19% 200
2018
Q1 		$336K Hold
20,425
– – 0.2% 198
2017
Q4 		$383K Buy
+20,425
New +$354K 0.24% 164

Other funds holding SBH

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return