EverSource Wealth Advisors’s Solo Brands Inc SBDS Stock Holding History

EverSource Wealth Advisors’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 Q2	$31	Sell	9 -2	-18%	-$7	﹤0.01%	4367
2026 Q1	$41	Sell	11 -1	-8%	-$6	﹤0.01%	4332
2025 Q4	$73	Hold	12	–	–	﹤0.01%	4145
2025 Q3	$181	Sell	12 -2	-14%	-$28	﹤0.01%	4123
2025 Q2	$174	Sell	14 -8	-36%	-$45	﹤0.01%	4073
2025 Q1	$144	Buy	22 +15	+214%	+$460	﹤0.01%	3761
2024 Q4	$321	Hold	7	–	–	﹤0.01%	3325
2024 Q3	$375	Hold	7	–	–	﹤0.01%	2913
2024 Q2	$636	Hold	7	–	–	﹤0.01%	2840
2024 Q1	$500	Buy	+7	New	+$804	﹤0.01%	2724

Other funds holding SBDS

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

EverSource Wealth Advisors's SBDS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Solo Brands Inc (SBDS) stake by 18% in Q2 2026, selling an estimated $7 and leaving 9 shares worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #4367.

EverSource Wealth Advisors first reported a position in SBDS in Q1 2024 and has held it in 10 quarters since. The position peaked at $636 in Q2 2024. 3 funds tracked by Wall St. Rank hold SBDS as of Q2 2026.

EverSource Wealth Advisors held 9 shares of Solo Brands Inc worth $31 as of Q2 2026.
EverSource Wealth Advisors sold 2 Solo Brands Inc shares in Q2 2026, an estimated $7.
Solo Brands Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4367 holding.
EverSource Wealth Advisors first reported a position in Solo Brands Inc in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Solo Brands Inc position peaked at $636 in Q2 2024.
3 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.