Arosa Capital Management’s Shoals Technologies Group SHLS Stock Holding History

Arosa Capital 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 Q2	–	Sell	-1,465,193	Closed	-$4.86M	–	70
2025 Q1	$4.86M	Buy	1,465,193 +343,577	+31%	+$1.43M	1.8%	17
2024 Q4	$6.2M	Buy	1,121,616 +271,616	+32%	+$1.38M	2.49%	17
2024 Q3	$4.77M	Sell	850,000 -2,200	-0.3%	-$13.2K	1.85%	18
2024 Q2	$5.32M	Sell	852,200 -18,900	-2%	-$151K	3%	13
2024 Q1	$9.74M	Buy	871,100 +224,500	+35%	+$3.09M	5.75%	3
2023 Q4	$10M	Sell	646,600 -12,700	-2%	-$192K	4.52%	10
2023 Q3	$12M	Buy	659,300 +583,300	+768%	+$13M	3.74%	8
2023 Q2	$1.94M	Sell	76,000 -812,666	-91%	-$18.8M	0.49%	40
2023 Q1	$20.3M	Buy	888,666 +654,466	+279%	+$16.2M	3.17%	7
2022 Q4	$5.78M	Sell	234,200 -165,800	-41%	-$4M	1.23%	28
2022 Q3	$8.62M	Buy	+400,000	New	+$8.94M	1.84%	23

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

Arosa Capital Management's SHLS Position: Q2 2025 in Review

Arosa Capital Management sold out of Shoals Technologies Group (SHLS) in Q2 2025, closing a stake of 1,465,193 shares — an estimated $4.86M sold.

Arosa Capital Management first reported a position in SHLS in Q3 2022 and held it in 11 quarters. The position peaked at $20.3M in Q1 2023. 220 funds tracked by Wall St. Rank hold SHLS as of Q2 2025.

Arosa Capital Management reported no remaining Shoals Technologies Group position as of Q2 2025 after selling out during the quarter.
Arosa Capital Management sold 1,465,193 Shoals Technologies Group shares in Q2 2025, an estimated $4.86M.
Arosa Capital Management first reported a position in Shoals Technologies Group in Q3 2022 and held it in 11 quarters.
Arosa Capital Management's Shoals Technologies Group position peaked at $20.3M in Q1 2023.
220 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2025.

Based on Arosa Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.