Williams & Novak’s Solo Brands Inc SBDS Stock Holding History

Williams & Novak’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	-8,737	Closed	-$61.9K	–	152
2025 Q1	$61.9K	Buy	8,737 +7,194	+466%	+$220K	0.06%	112
2024 Q4	$70.4K	Buy	1,543 +940	+156%	+$46.6K	0.07%	120
2024 Q3	$34K	Buy	603 +138	+30%	+$9.82K	0.03%	127
2024 Q2	$42.4K	Buy	+465	New	+$36.6K	0.04%	127

Other funds holding SBDS

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 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 $171B AUM 85% 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 $32B AUM 32.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Williams & Novak's SBDS Position: Q2 2025 in Review

Williams & Novak sold out of Solo Brands Inc (SBDS) in Q2 2025, closing a stake of 8,737 shares — an estimated $61.9K sold.

Williams & Novak first reported a position in SBDS in Q2 2024 and held it in 4 quarters. The position peaked at $70.4K in Q4 2024. 6 funds tracked by Wall St. Rank hold SBDS as of Q2 2025.

Williams & Novak reported no remaining Solo Brands Inc position as of Q2 2025 after selling out during the quarter.
Williams & Novak sold 8,737 Solo Brands Inc shares in Q2 2025, an estimated $61.9K.
Williams & Novak first reported a position in Solo Brands Inc in Q2 2024 and held it in 4 quarters.
Williams & Novak's Solo Brands Inc position peaked at $70.4K in Q4 2024.
6 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2025.

Based on Williams & Novak's 13F filing for Q2 2025, filed 24 Jul 2025.