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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
Q3 		$4.71K Hold
287
– – ﹤0.01% 1362
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

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's SBH Position: Q3 2026 in Review

True Wealth Design held its Sally Beauty Holdings (SBH) position steady in Q3 2026 at 287 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

True Wealth Design first reported a position in SBH in Q1 2025 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold SBH as of Q3 2026.

  • True Wealth Design held 287 shares of Sally Beauty Holdings worth $4.71K as of Q3 2026.
  • True Wealth Design left its Sally Beauty Holdings share count unchanged in Q3 2026.
  • Sally Beauty Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1362 holding.
  • True Wealth Design first reported a position in Sally Beauty Holdings in Q1 2025 and has held it in 7 quarters since.
  • 15 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.