Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Shoals Technologies Group SHLS Stock Holding History

Carson Wealth (CWM 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
Q1 		$214K Buy
32,531
+1,711
+6% +$14K ﹤0.01% 2687
2025
Q4 		$262K Buy
30,820
+342
+1% +$3.07K ﹤0.01% 2345
2025
Q3 		$226K Sell
30,478
-8,728
-22% -$53.7K ﹤0.01% 2353
2025
Q2 		$167K Buy
39,206
+16,545
+73% +$71.9K ﹤0.01% 2332
2025
Q1 		$75K Buy
22,661
+20,505
+951% +$85.2K ﹤0.01% 2666
2024
Q4 		$12K Buy
2,156
+766
+55% +$3.89K ﹤0.01% 3775
2024
Q3 		$8K Sell
1,390
-14,378
-91% -$86K ﹤0.01% 3904
2024
Q2 		$98K Buy
15,768
+14,592
+1,241% +$116K ﹤0.01% 1991
2024
Q1 		$13K Buy
1,176
+45
+4% +$619 ﹤0.01% 3198
2023
Q4 		$18K Buy
1,131
+32
+3% +$484 ﹤0.01% 2853
2023
Q3 		$20K Buy
1,099
+90
+9% +$2K ﹤0.01% 2694
2023
Q2 		$26K Sell
1,009
-7
-0.7% -$162 ﹤0.01% 2461
2023
Q1 		$23K Sell
1,016
-184
-15% -$4.54K ﹤0.01% 2411
2022
Q4 		$30K Buy
1,200
+37
+3% +$893 ﹤0.01% 2089
2022
Q3 		$25K Hold
1,163
– – ﹤0.01% 2093
2022
Q2 		$19K Buy
1,163
+289
+33% +$4.27K ﹤0.01% 2157
2022
Q1 		$15K Buy
874
+870
+21,750% +$15.1K ﹤0.01% 2264
2021
Q4 		$0 Buy
+4
New +$115 ﹤0.01% 3635

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SHLS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Shoals Technologies Group (SHLS) stake by 5.6% in Q1 2026, buying an estimated $14K and bringing the position to 32,531 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #2687.

Carson Wealth (CWM LLC) first reported a position in SHLS in Q4 2021 and has held it in 18 quarters since. The position peaked at $262K in Q4 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 32,531 shares of Shoals Technologies Group worth $214K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,711 Shoals Technologies Group shares in Q1 2026, an estimated $14K.
  • Shoals Technologies Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2687 holding.
  • Carson Wealth (CWM LLC) first reported a position in Shoals Technologies Group in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Shoals Technologies Group position peaked at $262K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.