NAM
SBH icon

NorthCrest Asset Manangement’s Sally Beauty Holdings SBH Stock Holding History

NorthCrest Asset Manangement’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 		$392K Sell
26,666
-359
-1% -$4.84K 0.01% 633
2026
Q1 		$359K Sell
27,025
-231
-0.8% -$3.52K 0.01% 581
2025
Q4 		$407K Buy
27,256
+392
+1% +$5.91K 0.01% 600
2025
Q3 		$427K Buy
26,864
+5,432
+25% +$68.3K 0.01% 541
2025
Q2 		$220K Sell
21,432
-5,640
-21% -$48.6K 0.01% 588
2025
Q1 		$244K Buy
27,072
+33
+0.1% +$325 0.01% 559
2024
Q4 		$283K Sell
27,039
-996
-4% -$12.7K 0.01% 499
2024
Q3 		$380K Buy
28,035
+35
+0.1% +$416 0.01% 443
2024
Q2 		$300K Hold
28,000
– – 0.01% 453
2024
Q1 		$348K Sell
28,000
-400
-1% -$5.01K 0.01% 429
2023
Q4 		$377K Hold
28,400
– – 0.01% 419
2023
Q3 		$238K Hold
28,400
– – 0.01% 465
2023
Q2 		$351K Hold
28,400
– – 0.01% 421
2023
Q1 		$442K Buy
28,400
+900
+3% +$14K 0.02% 376
2022
Q4 		$344K Buy
27,500
+1,800
+7% +$22.1K 0.02% 342
2022
Q3 		$324K Hold
25,700
– – 0.02% 369
2022
Q2 		$306K Hold
25,700
– – 0.02% 373
2022
Q1 		$402K Buy
25,700
+400
+2% +$6.92K 0.02% 327
2021
Q4 		$467K Buy
+25,300
New +$461K 0.03% 318

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 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