True Wealth Design’s Solo Brands Inc SBDS Stock Holding History

True Wealth Design’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	-$7	–	2838
2025 Q4	$7	Hold	1	–	–	﹤0.01%	2543
2025 Q3	$16	Buy	+1	New	+$14	﹤0.01%	2672
2025 Q2	–	Sell	-2	Closed	-$16	–	2879
2025 Q1	$16	Buy	+2	New	+$61	﹤0.01%	2612

Other funds holding SBDS

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

True Wealth Design's SBDS Position: Q1 2026 in Review

True Wealth Design sold out of Solo Brands Inc (SBDS) in Q1 2026, closing a stake of 1 share — an estimated $7 sold.

True Wealth Design first reported a position in SBDS in Q1 2025 and held it in 3 quarters. The position peaked at $16 in Q3 2025. 22 funds tracked by Wall St. Rank hold SBDS as of Q1 2026.

True Wealth Design reported no remaining Solo Brands Inc position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 1 Solo Brands Inc share in Q1 2026, an estimated $7.
True Wealth Design first reported a position in Solo Brands Inc in Q1 2025 and held it in 3 quarters.
True Wealth Design's Solo Brands Inc position peaked at $16 in Q3 2025.
22 funds tracked by Wall St. Rank held Solo Brands Inc as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.