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Cidel Asset Management’s Shoals Technologies Group SHLS Stock Holding History

Cidel Asset Management’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 		$1.3M Hold
131,340
– – 0.06% 148
2026
Q1 		$864K Buy
131,340
+23,434
+22% +$192K 0.05% 166
2025
Q4 		$917K Buy
107,906
+6,509
+6% +$58.5K 0.06% 142
2025
Q3 		$751K Buy
101,397
+8,522
+9% +$52.4K 0.04% 151
2025
Q2 		$395K Buy
92,875
+24,023
+35% +$104K 0.02% 227
2025
Q1 		$229K Buy
68,852
+9,982
+17% +$41.5K 0.01% 299
2024
Q4 		$326K Buy
+58,870
New +$299K 0.02% 239
2024
Q1 		– Sell
-30,740
Closed -$478K – 334
2023
Q4 		$478K Sell
30,740
-9
-0% -$136 0.02% 193
2023
Q3 		$561K Buy
30,749
+4,005
+15% +$89.1K 0.03% 108
2023
Q2 		$684K Buy
26,744
+1,987
+8% +$46K 0.03% 105
2023
Q1 		$564K Sell
24,757
-75
-0.3% -$1.85K 0.03% 109
2022
Q4 		$613K Sell
24,832
-8,442
-25% -$204K 0.03% 110
2022
Q3 		$717K Buy
33,274
+1,706
+5% +$38.1K 0.03% 93
2022
Q2 		$520K Buy
31,568
+2,723
+9% +$40.2K 0.02% 102
2022
Q1 		$492K Buy
28,845
+16,423
+132% +$284K 0.02% 111
2021
Q4 		$302K Buy
+12,422
New +$357K 0.01% 134

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

Cidel Asset Management's SHLS Position: Q2 2026 in Review

Cidel Asset Management held its Shoals Technologies Group (SHLS) position steady in Q2 2026 at 131,340 shares worth $1.3M. The position accounts for 0.06% of the portfolio, ranked #148.

Cidel Asset Management first reported a position in SHLS in Q4 2021 and has held it in 16 quarters since. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Cidel Asset Management held 131,340 shares of Shoals Technologies Group worth $1.3M as of Q2 2026.
  • Cidel Asset Management left its Shoals Technologies Group share count unchanged in Q2 2026.
  • Shoals Technologies Group made up 0.06% of Cidel Asset Management's portfolio in Q2 2026, its #148 holding.
  • Cidel Asset Management first reported a position in Shoals Technologies Group in Q4 2021 and has held it in 16 quarters since.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.