CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Shoals Technologies Group SHLS Stock Holding History

CAPTRUST Financial 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 		$183K Buy
18,450
+4,145
+29% +$37.6K ﹤0.01% 2910
2026
Q1 		$94.1K Sell
14,305
-3,878
-21% -$31.8K ﹤0.01% 2820
2025
Q4 		$155K Buy
+18,183
New +$163K ﹤0.01% 2560
2024
Q1 		– Sell
-12,527
Closed -$195K – 2583
2023
Q4 		$195K Buy
+12,527
New +$190K ﹤0.01% 2410
2022
Q3 		– Sell
-2,383
Closed -$39K – 3712
2022
Q2 		$39K Sell
2,383
-779
-25% -$11.5K ﹤0.01% 2952
2022
Q1 		$54K Buy
3,162
+1,496
+90% +$25.9K ﹤0.01% 2732
2021
Q4 		$40K Sell
1,666
-363
-18% -$10.4K ﹤0.01% 2836
2021
Q3 		$57K Buy
+2,029
New +$63K ﹤0.01% 2492

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 $3.37T AUM 44.26% 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

CAPTRUST Financial Advisors's SHLS Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Shoals Technologies Group (SHLS) stake by 29% in Q2 2026, buying an estimated $37.6K and bringing the position to 18,450 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #2910.

CAPTRUST Financial Advisors first reported a position in SHLS in Q3 2021 and has held it in 8 quarters since. The position peaked at $195K in Q4 2023. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • CAPTRUST Financial Advisors held 18,450 shares of Shoals Technologies Group worth $183K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 4,145 Shoals Technologies Group shares in Q2 2026, an estimated $37.6K.
  • Shoals Technologies Group made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2910 holding.
  • CAPTRUST Financial Advisors first reported a position in Shoals Technologies Group in Q3 2021 and has held it in 8 quarters since.
  • CAPTRUST Financial Advisors's Shoals Technologies Group position peaked at $195K in Q4 2023.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.