Rothwell Investment Advisors, LLC’s Shoals Technologies Group SHLS Stock Holding History

Rothwell Investment Advisors, 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	$31.6K	Buy	+3,900	New	+$32.8K	0.02%	516

Other funds holding SHLS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SHLS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Shoals Technologies Group (SHLS) in Q3 2026: 3,900 shares worth $31.6K. The stake represents 0.02% of the portfolio and ranks #516 among its holdings.

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

Rothwell Investment Advisors, LLC held 3,900 shares of Shoals Technologies Group worth $31.6K as of Q3 2026.
Shoals Technologies Group was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Shoals Technologies Group made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #516 holding.
125 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.