Capital Fund Management (CFM)
SHLS icon

Capital Fund Management (CFM)’s Shoals Technologies Group SHLS Stock Holding History

Capital Fund Management (CFM)’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
Q1 		– Sell
-30,400
Closed -$258K – 2496
2025
Q4 		$258K Sell
30,400
-33,900
-53% -$305K ﹤0.01% 2305
2025
Q3 		$476K Sell
64,300
-8,400
-12% -$51.7K ﹤0.01% 2318
2025
Q2 		$309K Sell
72,700
-11,700
-14% -$50.8K ﹤0.01% 2270
2025
Q1 		$280K Sell
84,400
-91,000
-52% -$378K ﹤0.01% 1919
2024
Q4 		$970K Sell
175,400
-100,300
-36% -$509K ﹤0.01% 1768
2024
Q3 		$1.55M Buy
275,700
+34,900
+14% +$209K ﹤0.01% 1546
2024
Q2 		$1.5M Buy
240,800
+146,400
+155% +$1.17M ﹤0.01% 1487
2024
Q1 		$1.06M Buy
94,400
+11,600
+14% +$160K ﹤0.01% 1690
2023
Q4 		$1.29M Buy
+82,800
New +$1.25M ﹤0.01% 1738

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return