LPL Financial
SBDS

LPL Financial’s Solo Brands Inc SBDS Stock Holding History

LPL Financial’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
Q1 		– Sell
-420
Closed -$19.1K – 5580
2024
Q4 		$19.1K Buy
+420
New +$20.8K ﹤0.01% 5204
2024
Q3 		– Sell
-268
Closed -$24.5K – 5334
2024
Q2 		$24.5K Sell
268
-2,083
-89% -$164K ﹤0.01% 4919
2024
Q1 		$204K Buy
2,351
+673
+40% +$77.3K ﹤0.01% 4496
2023
Q4 		$413K Buy
1,678
+32
+2% +$6.24K ﹤0.01% 3812
2023
Q3 		$336K Buy
1,646
+34
+2% +$7.42K ﹤0.01% 3822
2023
Q2 		$365K Buy
+1,612
New +$401K ﹤0.01% 3705
2022
Q3 		– Sell
-739
Closed -$120K – 4600
2022
Q2 		$120K Buy
+739
New +$162K ﹤0.01% 4091

Other funds holding SBDS

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

LPL Financial's SBDS Position: Q1 2025 in Review

LPL Financial sold out of Solo Brands Inc (SBDS) in Q1 2025, closing a stake of 420 shares — an estimated $19.1K sold.

LPL Financial first reported a position in SBDS in Q2 2022 and held it in 7 quarters. The position peaked at $413K in Q4 2023. 72 funds tracked by Wall St. Rank hold SBDS as of Q1 2025.

  • LPL Financial reported no remaining Solo Brands Inc position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 420 Solo Brands Inc shares in Q1 2025, an estimated $19.1K.
  • LPL Financial first reported a position in Solo Brands Inc in Q2 2022 and held it in 7 quarters.
  • LPL Financial's Solo Brands Inc position peaked at $413K in Q4 2023.
  • 72 funds tracked by Wall St. Rank held Solo Brands Inc as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.