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Creative Planning SBH Position History
Sally Beauty Holdings, Inc. • Consumer Cyclical
Quarters held
8
Latest value
$7.9M
Q3 2026
Peak value
$7.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $859K |
| Q3 2025 | $9K |
| Q4 2025 | $1.4M |
| Q1 2026 | $2.2M |
| Q2 2026 | $47K |
| Q2 2026 | $4.3M |
| Q3 2026 | $71K |
| Q3 2026 | $7.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.9M | 478.2K | — | — |
| Q3 2026 | $71K | 4.3K | — | — |
| Q2 2026 | $4.3M | 307.0K | — | — |
| Q2 2026 | $47K | 3.4K | — | — |
| Q1 2026 | $2.2M | 161.1K | — | — |
| Q4 2025 | $1.4M | 98.1K | — | — |
| Q3 2025 | $9K | 563 | — | — |
| Q3 2025 | $859K | 52.7K | — | — |
Other funds holding SBH
$125.3M
$74.8M
$62.8M
$62.8M
$60.6M