Blue Trust Inc’s Shoals Technologies Group SHLS Stock Holding History

Blue Trust Inc’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	–	Sell	-67	Closed	-$441	–	2623
2026 Q1	$441	Sell	67 -20	-23%	-$164	﹤0.01%	2357
2025 Q4	$740	Buy	+87	New	+$782	﹤0.01%	2337
2024 Q4	–	Sell	-382	Closed	-$2.38K	–	2910
2024 Q3	$2.38K	Sell	382 -176	-32%	-$1.05K	﹤0.01%	2548
2024 Q2	$6.24K	Buy	+558	New	+$4.45K	﹤0.01%	2113
2024 Q1	–	Sell	-31	Closed	-$1K	–	2650
2023 Q4	$1K	Buy	+31	New	+$469	﹤0.01%	2406
2023 Q2	–	Sell	-25	Closed	–	–	2475
2023 Q1	$0	Buy	25 +4	+19%	+$99	﹤0.01%	2595
2022 Q4	$0	Buy	+21	New	+$507	﹤0.01%	2442

Other funds holding SHLS

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Blue Trust Inc's SHLS Position: Q2 2026 in Review

Blue Trust Inc sold out of Shoals Technologies Group (SHLS) in Q2 2026, closing a stake of 67 shares — an estimated $441 sold.

Blue Trust Inc first reported a position in SHLS in Q4 2022 and held it in 7 quarters. The position peaked at $6.24K in Q2 2024. 21 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

Blue Trust Inc reported no remaining Shoals Technologies Group position as of Q2 2026 after selling out during the quarter.
Blue Trust Inc sold 67 Shoals Technologies Group shares in Q2 2026, an estimated $441.
Blue Trust Inc first reported a position in Shoals Technologies Group in Q4 2022 and held it in 7 quarters.
Blue Trust Inc's Shoals Technologies Group position peaked at $6.24K in Q2 2024.
21 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.