North Star Investment Management’s Sally Beauty Holdings SBH Stock Holding History

North Star 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	$1.75K	Hold	126	–	–	﹤0.01%	1427
2025 Q4	$1.8K	Hold	126	–	–	﹤0.01%	1344
2025 Q3	$2.05K	Hold	126	–	–	﹤0.01%	1122
2025 Q2	$1.17K	Hold	126	–	–	﹤0.01%	1125
2025 Q1	$1.14K	Hold	126	–	–	﹤0.01%	1117
2024 Q4	$1.32K	Hold	126	–	–	﹤0.01%	1143
2024 Q3	$1.71K	Hold	126	–	–	﹤0.01%	1088
2024 Q2	$1.35K	Hold	126	–	–	﹤0.01%	1074
2024 Q1	$1.56K	Hold	126	–	–	﹤0.01%	1113
2023 Q4	$1.67K	Hold	126	–	–	﹤0.01%	1063
2023 Q3	$1.06K	Hold	126	–	–	﹤0.01%	1132
2023 Q2	$1.56K	Hold	126	–	–	﹤0.01%	1099
2023 Q1	$1.96K	Hold	126	–	–	﹤0.01%	1087
2022 Q4	$1.58K	Hold	126	–	–	﹤0.01%	1109
2022 Q3	$2K	Hold	126	–	–	﹤0.01%	1040
2022 Q2	$2K	Hold	126	–	–	﹤0.01%	1049
2022 Q1	$2K	Hold	126	–	–	﹤0.01%	1064
2021 Q4	$2K	Hold	126	–	–	﹤0.01%	1092
2021 Q3	$2K	Hold	126	–	–	﹤0.01%	1045
2021 Q2	$3K	Hold	126	–	–	﹤0.01%	1000
2021 Q1	$3K	Hold	126	–	–	﹤0.01%	954
2020 Q4	$2K	Hold	126	–	–	﹤0.01%	963
2020 Q3	$1K	Hold	126	–	–	﹤0.01%	984
2020 Q2	$2K	Hold	126	–	–	﹤0.01%	916
2020 Q1	$1K	Hold	126	–	–	﹤0.01%	970
2019 Q4	$2K	Hold	126	–	–	﹤0.01%	992
2019 Q3	$2K	Buy	+126	New	+$1.65K	﹤0.01%	1017
2015 Q3	–	Sell	-280	Closed	-$7.75K	–	857
2015 Q2	$9K	Hold	280	–	–	﹤0.01%	629
2015 Q1	$10K	Hold	280	–	–	﹤0.01%	614
2014 Q4	$9K	Buy	+280	New	+$8.32K	﹤0.01%	621

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

North Star Investment Management's SBH Position: Q1 2026 in Review

North Star Investment Management held its Sally Beauty Holdings (SBH) position steady in Q1 2026 at 126 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

North Star Investment Management first reported a position in SBH in Q4 2014 and has held it in 30 quarters since. The position peaked at $10K in Q1 2015. 261 funds tracked by Wall St. Rank hold SBH as of Q1 2026.

North Star Investment Management held 126 shares of Sally Beauty Holdings worth $1.75K as of Q1 2026.
North Star Investment Management left its Sally Beauty Holdings share count unchanged in Q1 2026.
Sally Beauty Holdings made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1427 holding.
North Star Investment Management first reported a position in Sally Beauty Holdings in Q4 2014 and has held it in 30 quarters since.
North Star Investment Management's Sally Beauty Holdings position peaked at $10K in Q1 2015.
261 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.