Action Point Financial Planning’s Shoals Technologies Group SHLS Stock Holding History

Action Point Financial Planning’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 Q2	$2.6K	Buy	+263	New	+$2.39K	﹤0.01%	2127

Other funds holding SHLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Action Point Financial Planning's SHLS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Shoals Technologies Group (SHLS) in Q2 2026: 263 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #2127 among its holdings.

269 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

Action Point Financial Planning held 263 shares of Shoals Technologies Group worth $2.6K as of Q2 2026.
Shoals Technologies Group was a new Action Point Financial Planning position in Q2 2026.
Shoals Technologies Group made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2127 holding.
269 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.