Allworth Financial’s Shoals Technologies Group SHLS Stock Holding History

Allworth Financial’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	$4.22K	Buy	642 +599	+1,393%	+$4.91K	﹤0.01%	4052
2025 Q4	$366	Sell	43 -19	-31%	-$171	﹤0.01%	4601
2025 Q3	$460	Buy	+62	New	+$381	﹤0.01%	4453
2025 Q1	–	Sell	-113	Closed	-$485	–	4165
2024 Q4	$485	Sell	113 -196	-63%	-$995	﹤0.01%	3609
2024 Q3	$1.73K	Buy	309 +126	+69%	+$753	﹤0.01%	3021
2024 Q2	$1.21K	Buy	183 +70	+62%	+$559	﹤0.01%	3104
2024 Q1	$1.26K	Hold	113	–	–	﹤0.01%	3002
2023 Q4	$1.76K	Sell	113 -6	-5%	-$91	﹤0.01%	2727
2023 Q3	$2.17K	Buy	119 +6	+5%	+$134	﹤0.01%	2502
2023 Q2	$2.89K	Sell	113 -108	-49%	-$2.5K	﹤0.01%	2334
2023 Q1	$5.04K	Buy	221 +100	+83%	+$2.47K	﹤0.01%	2033
2022 Q4	$2.98K	Buy	121 +8	+7%	+$193	﹤0.01%	2084
2022 Q3	$2K	Hold	113	–	–	﹤0.01%	2216
2022 Q2	$2K	Hold	113	–	–	﹤0.01%	2030
2022 Q1	$2K	Buy	+113	New	+$1.96K	﹤0.01%	1825

Other funds holding SHLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Allworth Financial's SHLS Position: Q1 2026 in Review

Allworth Financial increased its Shoals Technologies Group (SHLS) stake by 1,393% in Q1 2026, buying an estimated $4.91K and bringing the position to 642 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #4052.

Allworth Financial first reported a position in SHLS in Q1 2022 and has held it in 15 quarters since. The position peaked at $5.04K in Q1 2023. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

Allworth Financial held 642 shares of Shoals Technologies Group worth $4.22K as of Q1 2026.
Allworth Financial bought 599 Shoals Technologies Group shares in Q1 2026, an estimated $4.91K.
Shoals Technologies Group made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4052 holding.
Allworth Financial first reported a position in Shoals Technologies Group in Q1 2022 and has held it in 15 quarters since.
Allworth Financial's Shoals Technologies Group position peaked at $5.04K in Q1 2023.
267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.