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Bell Investment Advisors’s Shoals Technologies Group SHLS Stock Holding History

Bell Investment Advisors’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 		$1.52K Hold
154
– – ﹤0.01% 1431
2026
Q1 		$1.01K Hold
154
– – ﹤0.01% 1544
2025
Q4 		$1.31K Sell
154
-37
-19% -$332 ﹤0.01% 1485
2025
Q3 		$1.42K Hold
191
– – ﹤0.01% 1451
2025
Q2 		$812 Hold
191
– – ﹤0.01% 1653
2025
Q1 		$635 Buy
191
+154
+416% +$640 ﹤0.01% 1683
2024
Q4 		$205 Sell
37
-96
-72% -$487 ﹤0.01% 1871
2024
Q3 		$747 Buy
133
+96
+259% +$574 ﹤0.01% 1677
2024
Q2 		$231 Sell
37
-69
-65% -$551 ﹤0.01% 1915
2024
Q1 		$1.19K Buy
106
+69
+186% +$949 ﹤0.01% 1553
2023
Q4 		$575 Sell
37
-118
-76% -$1.79K ﹤0.01% 1785
2023
Q3 		$2.83K Sell
155
-6
-4% -$134 ﹤0.01% 1119
2023
Q2 		$4.12K Buy
161
+22
+16% +$509 ﹤0.01% 919
2023
Q1 		$3.17K Buy
139
+1
+0.7% +$25 ﹤0.01% 1016
2022
Q4 		$3.4K Buy
138
+40
+41% +$966 ﹤0.01% 1006
2022
Q3 		$2K Buy
98
+61
+165% +$1.36K ﹤0.01% 1209
2022
Q2 		$1K Buy
+37
New +$546 ﹤0.01% 1587
2021
Q4 		– Sell
-30
Closed -$1K – 1927
2021
Q3 		$1K Buy
+30
New +$932 ﹤0.01% 1554

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

Bell Investment Advisors's SHLS Position: Q2 2026 in Review

Bell Investment Advisors held its Shoals Technologies Group (SHLS) position steady in Q2 2026 at 154 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Bell Investment Advisors first reported a position in SHLS in Q3 2021 and has held it in 18 quarters since. The position peaked at $4.12K in Q2 2023. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Bell Investment Advisors held 154 shares of Shoals Technologies Group worth $1.52K as of Q2 2026.
  • Bell Investment Advisors left its Shoals Technologies Group share count unchanged in Q2 2026.
  • Shoals Technologies Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1431 holding.
  • Bell Investment Advisors first reported a position in Shoals Technologies Group in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Shoals Technologies Group position peaked at $4.12K in Q2 2023.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.