Wealth Enhancement Advisory Services
SBH icon

Wealth Enhancement Advisory Services’s Sally Beauty Holdings SBH Stock Holding History

Wealth Enhancement Advisory Services’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 		$172K Sell
36,905
-68
-0.2% -$917 ﹤0.01% 3644
2026
Q1 		$132K Buy
36,973
+29,042
+366% +$443K ﹤0.01% 3253
2025
Q4 		$129K Buy
7,931
+469
+6% +$7.07K ﹤0.01% 3381
2025
Q3 		$119K Buy
+7,462
New +$93.8K ﹤0.01% 3297

Other funds holding SBH

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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

Wealth Enhancement Advisory Services's SBH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Sally Beauty Holdings (SBH) stake by 0.18% in Q2 2026, selling an estimated $917 and leaving 36,905 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #3644.

Wealth Enhancement Advisory Services first reported a position in SBH in Q3 2025 and has held it in 4 quarters since. 249 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 36,905 shares of Sally Beauty Holdings worth $172K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 68 Sally Beauty Holdings shares in Q2 2026, an estimated $917.
  • Sally Beauty Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3644 holding.
  • Wealth Enhancement Advisory Services first reported a position in Sally Beauty Holdings in Q3 2025 and has held it in 4 quarters since.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.