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Wealthspire Advisors (New York)’s Sally Beauty Holdings SBH Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-214
Closed -$3.48K – 2533
2025
Q3 		$3.48K Buy
+214
New +$2.69K ﹤0.01% 2452

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State Street
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Fisher Asset Management
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wealthspire Advisors (New York)'s SBH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Sally Beauty Holdings (SBH) in Q4 2025, closing a stake of 214 shares — an estimated $3.48K sold.

Wealthspire Advisors (New York) first reported a position in SBH in Q3 2025 and held it in 1 quarter. The position peaked at $3.48K in Q3 2025. 249 funds tracked by Wall St. Rank hold SBH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Sally Beauty Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 214 Sally Beauty Holdings shares in Q4 2025, an estimated $3.48K.
  • Wealthspire Advisors (New York) first reported a position in Sally Beauty Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Sally Beauty Holdings position peaked at $3.48K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.