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Aventail Capital Group’s Shoals Technologies Group SHLS Stock Holding History

Aventail Capital Group’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 		$5.62M Buy
+567,790
New +$5.15M 0.32% 96
2023
Q3 		– Sell
-100,000
Closed -$2.56M – 87
2023
Q2 		$2.56M Buy
+100,000
New +$2.31M 0.26% 38

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

Aventail Capital Group's SHLS Position: Q2 2026 in Review

Aventail Capital Group opened a new position in Shoals Technologies Group (SHLS) in Q2 2026: 567,790 shares worth $5.62M. The stake represents 0.32% of the portfolio and ranks #96 among its holdings. This is a return to the name: Aventail Capital Group previously reported a position in SHLS as recently as Q2 2023.

Aventail Capital Group first reported a position in SHLS in Q2 2023 and has held it in 2 quarters since. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Aventail Capital Group held 567,790 shares of Shoals Technologies Group worth $5.62M as of Q2 2026.
  • Shoals Technologies Group was a new Aventail Capital Group position in Q2 2026.
  • Shoals Technologies Group made up 0.32% of Aventail Capital Group's portfolio in Q2 2026, its #96 holding.
  • Aventail Capital Group first reported a position in Shoals Technologies Group in Q2 2023 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 Aventail Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.