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 Q3	$3.73K	Buy	+461	New	+$3.88K	﹤0.01%	1909
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

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Trium Capital London, United Kingdom $79.4M AUM 36.67% 1-Year Est. Return

Blue Trust Inc's SHLS Position: Q3 2026 in Review

Blue Trust Inc opened a new position in Shoals Technologies Group (SHLS) in Q3 2026: 461 shares worth $3.73K. The stake represents ﹤0.01% of the portfolio and ranks #1909 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in SHLS as recently as Q1 2026.

Blue Trust Inc first reported a position in SHLS in Q4 2022 and has held it in 8 quarters since. The position peaked at $6.24K in Q2 2024. 32 funds tracked by Wall St. Rank hold SHLS as of Q3 2026.

Blue Trust Inc held 461 shares of Shoals Technologies Group worth $3.73K as of Q3 2026.
Shoals Technologies Group was a new Blue Trust Inc position in Q3 2026.
Shoals Technologies Group made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1909 holding.
Blue Trust Inc first reported a position in Shoals Technologies Group in Q4 2022 and has held it in 8 quarters since.
Blue Trust Inc's Shoals Technologies Group position peaked at $6.24K in Q2 2024.
32 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.