Sterling Capital Management’s Solo Brands Inc SBDS Stock Holding History

Sterling Capital Management’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 Q2	–	Sell	-24	Closed	-$158	–	3453
2025 Q1	$158	Hold	24	–	–	﹤0.01%	3109
2024 Q4	$1.07K	Buy	24 +23	+2,300%	+$1.14K	﹤0.01%	2928
2024 Q3	$73	Buy	+1	New	+$71	﹤0.01%	3217

Other funds holding SBDS

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Sterling Capital Management's SBDS Position: Q2 2025 in Review

Sterling Capital Management sold out of Solo Brands Inc (SBDS) in Q2 2025, closing a stake of 24 shares — an estimated $158 sold.

Sterling Capital Management first reported a position in SBDS in Q3 2024 and held it in 3 quarters. The position peaked at $1.07K in Q4 2024. 6 funds tracked by Wall St. Rank hold SBDS as of Q2 2025.

Sterling Capital Management reported no remaining Solo Brands Inc position as of Q2 2025 after selling out during the quarter.
Sterling Capital Management sold 24 Solo Brands Inc shares in Q2 2025, an estimated $158.
Sterling Capital Management first reported a position in Solo Brands Inc in Q3 2024 and held it in 3 quarters.
Sterling Capital Management's Solo Brands Inc position peaked at $1.07K in Q4 2024.
6 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2025.

Based on Sterling Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.