Morgan Stanley
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Morgan Stanley’s Sally Beauty Holdings SBH Stock Holding History

Morgan Stanley’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 		$22.7M Sell
1,639,663
-34,494
-2% -$526K ﹤0.01% 2839
2025
Q4 		$23.9M Sell
1,674,157
-387,910
-19% -$5.85M ﹤0.01% 2765
2025
Q3 		$33.6M Buy
2,062,067
+980,175
+91% +$12.3M ﹤0.01% 2377
2025
Q2 		$10M Sell
1,081,892
-926,521
-46% -$7.98M ﹤0.01% 3442
2025
Q1 		$18.1M Sell
2,008,413
-339,006
-14% -$3.34M ﹤0.01% 2786
2024
Q4 		$24.5M Buy
2,347,419
+48,803
+2% +$624K ﹤0.01% 2564
2024
Q3 		$31.2M Buy
2,298,616
+399,679
+21% +$4.75M ﹤0.01% 2326
2024
Q2 		$20.4M Sell
1,898,937
-289,922
-13% -$3.19M ﹤0.01% 2642
2024
Q1 		$27.2M Sell
2,188,859
-2,835,821
-56% -$35.5M ﹤0.01% 2357
2023
Q4 		$66.7M Buy
5,024,680
+2,267,299
+82% +$22M ﹤0.01% 2143
2023
Q3 		$23.1M Buy
2,757,381
+454,723
+20% +$4.83M ﹤0.01% 2303
2023
Q2 		$28.4M Buy
2,302,658
+2,800
+0.1% +$35.5K ﹤0.01% 2113
2023
Q1 		$35.8M Sell
2,299,858
-133,546
-5% -$2.08M ﹤0.01% 1858
2022
Q4 		$30.5M Buy
2,433,404
+723,179
+42% +$8.88M ﹤0.01% 1942
2022
Q3 		$21.5M Buy
1,710,225
+145,190
+9% +$2.02M ﹤0.01% 2112
2022
Q2 		$18.7M Buy
1,565,035
+553,375
+55% +$8.04M ﹤0.01% 2370
2022
Q1 		$15.8M Buy
1,011,660
+95,735
+10% +$1.66M ﹤0.01% 2372
2021
Q4 		$16.9M Sell
915,925
-437,215
-32% -$7.97M ﹤0.01% 2337
2021
Q3 		$22.8M Buy
1,353,140
+13,870
+1% +$264K ﹤0.01% 1952
2021
Q2 		$29.6M Buy
1,339,270
+418,367
+45% +$8.82M ﹤0.01% 1752
2021
Q1 		$18.5M Buy
920,903
+296,529
+47% +$4.96M ﹤0.01% 1992
2020
Q4 		$8.14M Sell
624,374
-84,380
-12% -$901K ﹤0.01% 2732
2020
Q3 		$6.16M Buy
708,754
+646,180
+1,033% +$7.78M ﹤0.01% 2515
2020
Q2 		$785K Sell
62,574
-13,021
-17% -$142K ﹤0.01% 4344
2020
Q1 		$611K Sell
75,595
-548,717
-88% -$7.29M ﹤0.01% 4265
2019
Q4 		$11.4M Buy
624,312
+575,318
+1,174% +$10M ﹤0.01% 2283
2019
Q3 		$729K Sell
48,994
-72,775
-60% -$952K ﹤0.01% 4478
2019
Q2 		$1.63M Sell
121,769
-41,309
-25% -$675K ﹤0.01% 3927
2019
Q1 		$3M Sell
163,078
-457,843
-74% -$8.18M ﹤0.01% 3219
2018
Q4 		$10.6M Buy
620,921
+168,467
+37% +$3.15M ﹤0.01% 2066
2018
Q3 		$8.32M Sell
452,454
-234,183
-34% -$3.74M ﹤0.01% 2607
2018
Q2 		$11M Buy
686,637
+180,050
+36% +$2.86M ﹤0.01% 2278
2018
Q1 		$8.33M Buy
506,587
+250,059
+97% +$4.29M ﹤0.01% 2515
2017
Q4 		$4.81M Sell
256,528
-126,458
-33% -$2.19M ﹤0.01% 3148
2017
Q3 		$7.5M Buy
382,986
+151,748
+66% +$2.98M ﹤0.01% 2567
2017
Q2 		$4.68M Sell
231,238
-1,575,301
-87% -$30.4M ﹤0.01% 2914
2017
Q1 		$36.9M Buy
1,806,539
+1,092,202
+153% +$25M 0.01% 1098
2016
Q4 		$18.9M Buy
714,337
+371,872
+109% +$9.81M 0.01% 1590
2016
Q3 		$8.79M Buy
342,465
+297,176
+656% +$8.32M ﹤0.01% 2129
2016
Q2 		$1.33M Sell
45,289
-53,141
-54% -$1.59M ﹤0.01% 3746
2016
Q1 		$3.19M Buy
98,430
+35,826
+57% +$1.06M ﹤0.01% 2931
2015
Q4 		$1.75M Sell
62,604
-40,244
-39% -$1.01M ﹤0.01% 3616
2015
Q3 		$2.44M Buy
102,848
+24,802
+32% +$686K ﹤0.01% 3330
2015
Q2 		$2.47M Sell
78,046
-39,777
-34% -$1.26M ﹤0.01% 3429
2015
Q1 		$4.05M Sell
117,823
-72,629
-38% -$2.35M ﹤0.01% 2955
2014
Q4 		$5.85M Buy
190,452
+124,016
+187% +$3.68M ﹤0.01% 2578
2014
Q3 		$1.82M Sell
66,436
-80,345
-55% -$2.13M ﹤0.01% 3528
2014
Q2 		$3.68M Sell
146,781
-1,651
-1% -$42.6K ﹤0.01% 2953
2014
Q1 		$4.07M Sell
148,432
-2,057,740
-93% -$58.7M ﹤0.01% 2767
2013
Q4 		$66.7M Sell
2,206,172
-265,531
-11% -$7.27M 0.03% 610
2013
Q3 		$64.7M Buy
2,471,703
+99,588
+4% +$2.79M 0.03% 569
2013
Q2 		$73.8M Buy
+2,372,115
New +$71.7M 0.04% 490

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley's SBH Position: Q1 2026 in Review

Morgan Stanley reduced its Sally Beauty Holdings (SBH) stake by 2.1% in Q1 2026, selling an estimated $526K and leaving 1,639,663 shares worth $22.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2839.

Morgan Stanley first reported a position in SBH in Q2 2013 and has held it in 52 quarters since. The position peaked at $73.8M in Q2 2013. 262 funds tracked by Wall St. Rank hold SBH as of Q1 2026.

  • Morgan Stanley held 1,639,663 shares of Sally Beauty Holdings worth $22.7M as of Q1 2026.
  • Morgan Stanley sold 34,494 Sally Beauty Holdings shares in Q1 2026, an estimated $526K.
  • Sally Beauty Holdings made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2839 holding.
  • Morgan Stanley first reported a position in Sally Beauty Holdings in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Sally Beauty Holdings position peaked at $73.8M in Q2 2013.
  • 262 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.