WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in SBH — Sally Beauty Holdings, Inc.
CIK 1632972
PLYMOUTH, MN
Position in SBH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$521,836
+$9,760 QoQ
Shares Held
36,905
-0.2% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#121
of 248 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBH Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $45,747,750 across 18 Specialty Retail names. SBH ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBY |
Best Buy Co Inc
|
115,427 | $8,758,600 | |
| 2 | FIVE |
Five Below, Inc
|
40,751 | $7,326,622 | |
| 3 | ULTA |
Ulta Beauty, Inc.
|
15,762 | $7,108,346 | |
| 4 | CASY |
Caseys General Stores Inc
|
6,085 | $4,836,297 | |
| 5 | WSM |
Williams Sonoma Inc
|
16,880 | $3,934,728 | |
| 6 | MUSA |
Murphy USA Inc.
|
6,700 | $3,610,429 | |
| 7 | BBWI |
Bath & Body Works, Inc.
|
155,110 | $3,587,694 | |
| 8 | TSCO |
Tractor Supply Co /De/
|
84,416 | $2,668,389 |
All Filings in SBH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,836 | 36,905 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $512,076 | 36,973 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $113,096 | 7,931 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $121,481 | 7,462 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||