TWD
SBH icon

True Wealth Design’s Sally Beauty Holdings SBH Stock Holding History

True Wealth Design’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 		$4.06K Hold
287
– – ﹤0.01% 1418
2026
Q1 		$3.98K Hold
287
– – ﹤0.01% 1289
2025
Q4 		$4.09K Hold
287
– – ﹤0.01% 1174
2025
Q3 		$4.67K Hold
287
– – ﹤0.01% 1102
2025
Q2 		$2.66K Buy
287
+262
+1,048% +$2.26K ﹤0.01% 1060
2025
Q1 		$226 Buy
+25
New +$246 ﹤0.01% 1900

Other funds holding SBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

True Wealth Design's SBH Position: Q2 2026 in Review

True Wealth Design held its Sally Beauty Holdings (SBH) position steady in Q2 2026 at 287 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

True Wealth Design first reported a position in SBH in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.67K in Q3 2025. 249 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • True Wealth Design held 287 shares of Sally Beauty Holdings worth $4.06K as of Q2 2026.
  • True Wealth Design left its Sally Beauty Holdings share count unchanged in Q2 2026.
  • Sally Beauty Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1418 holding.
  • True Wealth Design first reported a position in Sally Beauty Holdings in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Sally Beauty Holdings position peaked at $4.67K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.