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AE Wealth Management’s Shoals Technologies Group SHLS Stock Holding History

AE 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
2026
Q1 		– Sell
-41,553
Closed -$353K – 2691
2025
Q4 		$353K Buy
41,553
+7,315
+21% +$65.7K ﹤0.01% 1228
2025
Q3 		$254K Sell
34,238
-330
-1% -$2.03K ﹤0.01% 1268
2025
Q2 		$147K Buy
34,568
+2,743
+9% +$11.9K ﹤0.01% 1380
2025
Q1 		$106K Buy
+31,825
New +$132K ﹤0.01% 1432

Other funds holding SHLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AE Wealth Management's SHLS Position: Q1 2026 in Review

AE Wealth Management sold out of Shoals Technologies Group (SHLS) in Q1 2026, closing a stake of 41,553 shares — an estimated $353K sold.

AE Wealth Management first reported a position in SHLS in Q1 2025 and held it in 4 quarters. The position peaked at $353K in Q4 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • AE Wealth Management reported no remaining Shoals Technologies Group position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 41,553 Shoals Technologies Group shares in Q1 2026, an estimated $353K.
  • AE Wealth Management first reported a position in Shoals Technologies Group in Q1 2025 and held it in 4 quarters.
  • AE Wealth Management's Shoals Technologies Group position peaked at $353K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.