4WM
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49 Wealth Management’s Shoals Technologies Group SHLS Stock Holding History

49 Wealth Management’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,517
Closed -$51.5K – 194
2025
Q1 		$51.5K Buy
15,517
+2,170
+16% +$9.02K 0.01% 183
2024
Q4 		$73.8K Buy
+13,347
New +$67.7K 0.01% 167

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

49 Wealth Management's SHLS Position: Q2 2025 in Review

49 Wealth Management sold out of Shoals Technologies Group (SHLS) in Q2 2025, closing a stake of 15,517 shares — an estimated $51.5K sold.

49 Wealth Management first reported a position in SHLS in Q4 2024 and held it in 2 quarters. The position peaked at $73.8K in Q4 2024. 220 funds tracked by Wall St. Rank hold SHLS as of Q2 2025.

  • 49 Wealth Management reported no remaining Shoals Technologies Group position as of Q2 2025 after selling out during the quarter.
  • 49 Wealth Management sold 15,517 Shoals Technologies Group shares in Q2 2025, an estimated $51.5K.
  • 49 Wealth Management first reported a position in Shoals Technologies Group in Q4 2024 and held it in 2 quarters.
  • 49 Wealth Management's Shoals Technologies Group position peaked at $73.8K in Q4 2024.
  • 220 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2025.

Based on 49 Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.