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Advisors Asset Management’s Shoals Technologies Group SHLS Stock Holding History

Advisors Asset 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
Q3 		– Sell
-1,448
Closed -$6.15K – 1511
2025
Q2 		$6.15K Sell
1,448
-1,347
-48% -$5.85K ﹤0.01% 1395
2025
Q1 		$9.28K Sell
2,795
-12,233
-81% -$50.9K ﹤0.01% 1410
2024
Q4 		$83.1K Sell
15,028
-1,568
-9% -$7.96K ﹤0.01% 1249
2024
Q3 		$93.1K Sell
16,596
-7,926
-32% -$47.4K ﹤0.01% 1235
2024
Q2 		$153K Buy
24,522
+1,353
+6% +$10.8K ﹤0.01% 1152
2024
Q1 		$259K Sell
23,169
-686
-3% -$9.43K 0.01% 1087
2023
Q4 		$371K Buy
23,855
+5,365
+29% +$81.2K 0.01% 983
2023
Q3 		$337K Buy
18,490
+929
+5% +$20.7K 0.01% 1007
2023
Q2 		$449K Sell
17,561
-1,461
-8% -$33.8K 0.01% 965
2023
Q1 		$434K Sell
19,022
-35
-0.2% -$864 0.01% 963
2022
Q4 		$470K Buy
19,057
+1,130
+6% +$27.3K 0.01% 948
2022
Q3 		$386K Buy
17,927
+2,169
+14% +$48.5K 0.01% 992
2022
Q2 		$260K Sell
15,758
-191
-1% -$2.82K ﹤0.01% 1100
2022
Q1 		$272K Buy
15,949
+6,229
+64% +$108K ﹤0.01% 1157
2021
Q4 		$236K Buy
+9,720
New +$280K ﹤0.01% 1209

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Advisors Asset Management's SHLS Position: Q3 2025 in Review

Advisors Asset Management sold out of Shoals Technologies Group (SHLS) in Q3 2025, closing a stake of 1,448 shares — an estimated $6.15K sold.

Advisors Asset Management first reported a position in SHLS in Q4 2021 and held it in 15 quarters. The position peaked at $470K in Q4 2022. 238 funds tracked by Wall St. Rank hold SHLS as of Q3 2025.

  • Advisors Asset Management reported no remaining Shoals Technologies Group position as of Q3 2025 after selling out during the quarter.
  • Advisors Asset Management sold 1,448 Shoals Technologies Group shares in Q3 2025, an estimated $6.15K.
  • Advisors Asset Management first reported a position in Shoals Technologies Group in Q4 2021 and held it in 15 quarters.
  • Advisors Asset Management's Shoals Technologies Group position peaked at $470K in Q4 2022.
  • 238 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2025.

Based on Advisors Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.