Capstone Investment Advisors
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Capstone Investment Advisors’s Shoals Technologies Group SHLS Stock Holding History

Capstone Investment 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 		$262K Buy
+26,467
New +$240K ﹤0.01% 1523
2024
Q3 		– Sell
-104,054
Closed -$649K – 2184
2024
Q2 		$649K Buy
+104,054
New +$830K ﹤0.01% 1180
2024
Q1 		– Sell
-75,000
Closed -$1.17M – 2524
2023
Q4 		$1.17M Buy
75,000
+1,237
+2% +$18.7K ﹤0.01% 998
2023
Q3 		$1.35M Buy
+73,763
New +$1.64M 0.01% 878

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

Capstone Investment Advisors's SHLS Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Shoals Technologies Group (SHLS) in Q2 2026: 26,467 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #1523 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in SHLS as recently as Q2 2024.

Capstone Investment Advisors first reported a position in SHLS in Q3 2023 and has held it in 4 quarters since. The position peaked at $1.35M in Q3 2023. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Capstone Investment Advisors held 26,467 shares of Shoals Technologies Group worth $262K as of Q2 2026.
  • Shoals Technologies Group was a new Capstone Investment Advisors position in Q2 2026.
  • Shoals Technologies Group made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1523 holding.
  • Capstone Investment Advisors first reported a position in Shoals Technologies Group in Q3 2023 and has held it in 4 quarters since.
  • Capstone Investment Advisors's Shoals Technologies Group position peaked at $1.35M in Q3 2023.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.