Superior Planning, LLC’s Shoals Technologies Group SHLS Stock Holding History

Superior Planning, LLC’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
2026 Q3	$97	Buy	+12	New	+$101	﹤0.01%	2085

Other funds holding SHLS

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Superior Planning, LLC's SHLS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Shoals Technologies Group (SHLS) in Q3 2026: 12 shares worth $97. The stake represents ﹤0.01% of the portfolio and ranks #2085 among its holdings.

148 funds tracked by Wall St. Rank hold SHLS as of Q3 2026.

Superior Planning, LLC held 12 shares of Shoals Technologies Group worth $97 as of Q3 2026.
Shoals Technologies Group was a new Superior Planning, LLC position in Q3 2026.
Shoals Technologies Group made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2085 holding.
148 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.