Baird Financial Group
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Baird Financial Group’s Shoals Technologies Group SHLS Stock Holding History

Baird Financial 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
Q1 		– Sell
-288,840
Closed -$2.46M – 1905
2025
Q4 		$2.46M Buy
+288,840
New +$2.59M ﹤0.01% 974
2021
Q4 		– Sell
-81,090
Closed -$2.26M – 1925
2021
Q3 		$2.26M Buy
+81,090
New +$2.52M 0.01% 902

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Baird Financial Group's SHLS Position: Q1 2026 in Review

Baird Financial Group sold out of Shoals Technologies Group (SHLS) in Q1 2026, closing a stake of 288,840 shares — an estimated $2.46M sold.

Baird Financial Group first reported a position in SHLS in Q3 2021 and held it in 2 quarters. The position peaked at $2.46M in Q4 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • Baird Financial Group reported no remaining Shoals Technologies Group position as of Q1 2026 after selling out during the quarter.
  • Baird Financial Group sold 288,840 Shoals Technologies Group shares in Q1 2026, an estimated $2.46M.
  • Baird Financial Group first reported a position in Shoals Technologies Group in Q3 2021 and held it in 2 quarters.
  • Baird Financial Group's Shoals Technologies Group position peaked at $2.46M in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.