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Atria Investments’s Shoals Technologies Group SHLS Stock Holding History

Atria Investments’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 		$221K Sell
22,316
-2,637
-11% -$23.9K ﹤0.01% 2015
2026
Q1 		$164K Buy
+24,953
New +$205K ﹤0.01% 1997

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

Atria Investments's SHLS Position: Q2 2026 in Review

Atria Investments reduced its Shoals Technologies Group (SHLS) stake by 11% in Q2 2026, selling an estimated $23.9K and leaving 22,316 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Atria Investments first reported a position in SHLS in Q1 2026 and has held it in 2 quarters since. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Atria Investments held 22,316 shares of Shoals Technologies Group worth $221K as of Q2 2026.
  • Atria Investments sold 2,637 Shoals Technologies Group shares in Q2 2026, an estimated $23.9K.
  • Shoals Technologies Group made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2015 holding.
  • Atria Investments first reported a position in Shoals Technologies Group in Q1 2026 and has held it in 2 quarters since.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.