CWM
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CIBC World Markets’s Shoals Technologies Group SHLS Stock Holding History

CIBC World Markets’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
2025
Q4 		$94.6K Buy
+11,126
New +$100K ﹤0.01% 1175
2025
Q2 		$88.1K Sell
20,723
-16,498
-44% -$71.7K ﹤0.01% 1421
2025
Q1 		$124K Buy
37,221
+21,523
+137% +$89.5K ﹤0.01% 1564
2024
Q4 		$86.8K Buy
+15,698
New +$79.7K ﹤0.01% 1233

Other funds holding SHLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

CIBC World Markets's SHLS Position: Q4 2025 in Review

CIBC World Markets opened a new position in Shoals Technologies Group (SHLS) in Q4 2025: 11,126 shares worth $94.6K. The stake represents ﹤0.01% of the portfolio and ranks #1175 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in SHLS as recently as Q2 2025.

CIBC World Markets first reported a position in SHLS in Q4 2024 and has held it in 4 quarters since. The position peaked at $124K in Q1 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q4 2025.

  • CIBC World Markets held 11,126 shares of Shoals Technologies Group worth $94.6K as of Q4 2025.
  • Shoals Technologies Group was a new CIBC World Markets position in Q4 2025.
  • Shoals Technologies Group made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #1175 holding.
  • CIBC World Markets first reported a position in Shoals Technologies Group in Q4 2024 and has held it in 4 quarters since.
  • CIBC World Markets's Shoals Technologies Group position peaked at $124K in Q1 2025.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.