Spire Wealth Management’s Sally Beauty Holdings SBH Stock Holding History

Spire Wealth 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 Q2	$962	Hold	68	–	–	﹤0.01%	2142
2026 Q1	$942	Hold	68	–	–	﹤0.01%	2158
2025 Q4	$970	Hold	68	–	–	﹤0.01%	2198
2025 Q3	$1.11K	Hold	68	–	–	﹤0.01%	2257
2025 Q2	$630	Buy	+68	New	+$586	﹤0.01%	2348
2023 Q2	–	Sell	-250	Closed	-$3.9K	–	2518
2023 Q1	$3.9K	Buy	250 +204	+443%	+$3.17K	﹤0.01%	2093
2022 Q4	$1K	Buy	+46	New	+$565	﹤0.01%	2243

Other funds holding SBH

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return