Cerity Partners
SHLS icon

Cerity Partners’s Shoals Technologies Group SHLS Stock Holding History

Cerity Partners’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 		$496K Buy
50,092
+34
+0.1% +$309 ﹤0.01% 2432
2026
Q1 		$329K Buy
50,058
+3,097
+7% +$25.4K ﹤0.01% 2548
2025
Q4 		$399K Buy
46,961
+5,723
+14% +$51.4K ﹤0.01% 2241
2025
Q3 		$306K Sell
41,238
-8,077
-16% -$49.7K ﹤0.01% 2270
2025
Q2 		$210K Buy
49,315
+36,333
+280% +$158K ﹤0.01% 2335
2025
Q1 		$43.1K Buy
+12,982
New +$54K ﹤0.01% 2410
2024
Q3 		– Sell
-32,278
Closed -$201K – 2596
2024
Q2 		$201K Buy
+32,278
New +$258K ﹤0.01% 2027

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 $413B AUM 44.57% 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

Cerity Partners's SHLS Position: Q2 2026 in Review

Cerity Partners increased its Shoals Technologies Group (SHLS) stake by 0.07% in Q2 2026, buying an estimated $309 and bringing the position to 50,092 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

Cerity Partners first reported a position in SHLS in Q2 2024 and has held it in 7 quarters since. 249 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Cerity Partners held 50,092 shares of Shoals Technologies Group worth $496K as of Q2 2026.
  • Cerity Partners bought 34 Shoals Technologies Group shares in Q2 2026, an estimated $309.
  • Shoals Technologies Group made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2432 holding.
  • Cerity Partners first reported a position in Shoals Technologies Group in Q2 2024 and has held it in 7 quarters since.
  • 249 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.