Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Shoals Technologies Group SHLS Stock Holding History

Cambridge Investment Research 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 		$908K Buy
+91,746
New +$833K ﹤0.01% 2404
2024
Q2 		– Sell
-23,070
Closed -$258K – 3418
2024
Q1 		$258K Buy
23,070
+2,016
+10% +$27.7K ﹤0.01% 2828
2023
Q4 		$327K Sell
21,054
-3,425
-14% -$51.8K ﹤0.01% 2532
2023
Q3 		$447K Buy
24,479
+7,854
+47% +$175K ﹤0.01% 2179
2023
Q2 		$425K Sell
16,625
-780
-4% -$18K ﹤0.01% 2253
2023
Q1 		$397K Buy
17,405
+255
+1% +$6.29K ﹤0.01% 2258
2022
Q4 		$423K Sell
17,150
-708
-4% -$17.1K ﹤0.01% 2150
2022
Q3 		$385K Buy
17,858
+170
+1% +$3.8K ﹤0.01% 2153
2022
Q2 		$291K Sell
17,688
-42
-0.2% -$620 ﹤0.01% 2410
2022
Q1 		$302K Buy
17,730
+600
+4% +$10.4K ﹤0.01% 2552
2021
Q4 		$416K Buy
17,130
+1,088
+7% +$31.3K ﹤0.01% 2259
2021
Q3 		$447K Hold
16,042
– – ﹤0.01% 2128
2021
Q2 		$569K Buy
16,042
+7,750
+93% +$234K ﹤0.01% 1947
2021
Q1 		$288K Buy
+8,292
New +$294K ﹤0.01% 2313

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

Cambridge Investment Research Advisors's SHLS Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in Shoals Technologies Group (SHLS) in Q2 2026: 91,746 shares worth $908K. The stake represents ﹤0.01% of the portfolio and ranks #2404 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in SHLS as recently as Q1 2024.

Cambridge Investment Research Advisors first reported a position in SHLS in Q1 2021 and has held it in 14 quarters since. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Cambridge Investment Research Advisors held 91,746 shares of Shoals Technologies Group worth $908K as of Q2 2026.
  • Shoals Technologies Group was a new Cambridge Investment Research Advisors position in Q2 2026.
  • Shoals Technologies Group made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2404 holding.
  • Cambridge Investment Research Advisors first reported a position in Shoals Technologies Group in Q1 2021 and has held it in 14 quarters since.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.