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Bogart Wealth LLC’s Shoals Technologies Group SHLS Stock Holding History

Bogart Wealth LLC’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 		$13.6K Hold
1,376
– – ﹤0.01% 917
2026
Q1 		$9.05K Hold
1,376
– – ﹤0.01% 928
2025
Q4 		$11.7K Hold
1,376
– – ﹤0.01% 833
2025
Q3 		$10.2K Hold
1,376
– – ﹤0.01% 827
2025
Q2 		$5.85K Hold
1,376
– – ﹤0.01% 906
2025
Q1 		$4.57K Hold
1,376
– – ﹤0.01% 918
2024
Q4 		$7.61K Hold
1,376
– – ﹤0.01% 795
2024
Q3 		$7.72K Hold
1,376
– – ﹤0.01% 746
2024
Q2 		$8.59K Buy
+1,376
New +$11K ﹤0.01% 699
2022
Q4 		– Sell
-30
Closed -$1K – 1179
2022
Q3 		$1K Buy
+30
New +$670 ﹤0.01% 940

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

Bogart Wealth LLC's SHLS Position: Q2 2026 in Review

Bogart Wealth LLC held its Shoals Technologies Group (SHLS) position steady in Q2 2026 at 1,376 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Bogart Wealth LLC first reported a position in SHLS in Q3 2022 and has held it in 10 quarters since. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Bogart Wealth LLC held 1,376 shares of Shoals Technologies Group worth $13.6K as of Q2 2026.
  • Bogart Wealth LLC left its Shoals Technologies Group share count unchanged in Q2 2026.
  • Shoals Technologies Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #917 holding.
  • Bogart Wealth LLC first reported a position in Shoals Technologies Group in Q3 2022 and has held it in 10 quarters since.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.