EF
SBDS

Empowered Funds’s Solo Brands Inc SBDS Stock Holding History

Empowered Funds’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
2025
Q3 		– Sell
-8,798
Closed -$106K – 1971
2025
Q2 		$106K Hold
8,798
– – ﹤0.01% 1709
2025
Q1 		$59.1K Sell
8,798
-1,755
-17% -$53.8K ﹤0.01% 1604
2024
Q4 		$481K Buy
10,553
+510
+5% +$25.3K 0.01% 1199
2024
Q3 		$566K Buy
10,043
+509
+5% +$36.2K 0.01% 1063
2024
Q2 		$869K Buy
9,534
+684
+8% +$53.9K 0.02% 901
2024
Q1 		$768K Buy
8,850
+669
+8% +$76.9K 0.01% 971
2023
Q4 		$2.02M Buy
+8,181
New +$1.59M 0.05% 514

Other funds holding SBDS

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Empowered Funds's SBDS Position: Q3 2025 in Review

Empowered Funds sold out of Solo Brands Inc (SBDS) in Q3 2025, closing a stake of 8,798 shares — an estimated $106K sold.

Empowered Funds first reported a position in SBDS in Q4 2023 and held it in 7 quarters. The position peaked at $2.02M in Q4 2023. 22 funds tracked by Wall St. Rank hold SBDS as of Q3 2025.

  • Empowered Funds reported no remaining Solo Brands Inc position as of Q3 2025 after selling out during the quarter.
  • Empowered Funds sold 8,798 Solo Brands Inc shares in Q3 2025, an estimated $106K.
  • Empowered Funds first reported a position in Solo Brands Inc in Q4 2023 and held it in 7 quarters.
  • Empowered Funds's Solo Brands Inc position peaked at $2.02M in Q4 2023.
  • 22 funds tracked by Wall St. Rank held Solo Brands Inc as of Q3 2025.

Based on Empowered Funds's 13F filing for Q3 2025, filed 13 Nov 2025.