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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
Q2 		$19.8K Buy
1,998
+1,356
+211% +$12.3K ﹤0.01% 3210
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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allworth Financial's SHLS Position: Q2 2026 in Review

Allworth Financial increased its Shoals Technologies Group (SHLS) stake by 211% in Q2 2026, buying an estimated $12.3K and bringing the position to 1,998 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3210.

Allworth Financial first reported a position in SHLS in Q1 2022 and has held it in 16 quarters since. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Allworth Financial held 1,998 shares of Shoals Technologies Group worth $19.8K as of Q2 2026.
  • Allworth Financial bought 1,356 Shoals Technologies Group shares in Q2 2026, an estimated $12.3K.
  • Shoals Technologies Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3210 holding.
  • Allworth Financial first reported a position in Shoals Technologies Group in Q1 2022 and has held it in 16 quarters since.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.