Carson Wealth (CWM LLC)
SBDS

Carson Wealth (CWM LLC)’s Solo Brands Inc SBDS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1
Closed – – 5846
2025
Q4 		$0 Hold
1
– – ﹤0.01% 5737
2025
Q3 		$0 Buy
+1
New +$14 ﹤0.01% 5637
2025
Q2 		– Sell
-79
Closed -$1K – 5395
2025
Q1 		$1K Buy
79
+58
+276% +$1.78K ﹤0.01% 5030
2024
Q4 		$1K Buy
21
+6
+40% +$297 ﹤0.01% 4869
2024
Q3 		$1K Buy
15
+8
+114% +$569 ﹤0.01% 4781
2024
Q2 		$1K Sell
7
-4
-36% -$315 ﹤0.01% 4547
2024
Q1 		$1K Sell
11
-5
-31% -$575 ﹤0.01% 4272
2023
Q4 		$4K Buy
16
+9
+129% +$1.75K ﹤0.01% 3657
2023
Q3 		$1K Buy
+7
New +$1.53K ﹤0.01% 4140
2022
Q4 		– Sell
-43
Closed -$6K – 4429
2022
Q3 		$6K Hold
43
– – ﹤0.01% 3029
2022
Q2 		$7K Buy
+43
New +$9.4K ﹤0.01% 2844

Other funds holding SBDS

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SBDS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Solo Brands Inc (SBDS) in Q1 2026, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in SBDS in Q2 2022 and held it in 11 quarters. The position peaked at $7K in Q2 2022. 22 funds tracked by Wall St. Rank hold SBDS as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Solo Brands Inc position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1 Solo Brands Inc share in Q1 2026.
  • Carson Wealth (CWM LLC) first reported a position in Solo Brands Inc in Q2 2022 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s Solo Brands Inc position peaked at $7K in Q2 2022.
  • 22 funds tracked by Wall St. Rank held Solo Brands Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.