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Clearstead Advisors’s Shoals Technologies Group SHLS Stock Holding History

Clearstead 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 		$1.07K Buy
+108
New +$980 ﹤0.01% 2665
2025
Q4 		– Sell
-1,092
Closed -$8.09K – 3197
2025
Q3 		$8.09K Hold
1,092
– – ﹤0.01% 1986
2025
Q2 		$4.64K Buy
+1,092
New +$4.75K ﹤0.01% 2127
2024
Q4 		– Sell
-252
Closed -$1.41K – 2179
2024
Q3 		$1.41K Sell
252
-300
-54% -$1.79K ﹤0.01% 1870
2024
Q2 		$3.44K Buy
+552
New +$4.4K ﹤0.01% 1746

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

Clearstead Advisors's SHLS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Shoals Technologies Group (SHLS) in Q2 2026: 108 shares worth $1.07K. The stake represents ﹤0.01% of the portfolio and ranks #2665 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SHLS as recently as Q3 2025.

Clearstead Advisors first reported a position in SHLS in Q2 2024 and has held it in 5 quarters since. The position peaked at $8.09K in Q3 2025. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Clearstead Advisors held 108 shares of Shoals Technologies Group worth $1.07K as of Q2 2026.
  • Shoals Technologies Group was a new Clearstead Advisors position in Q2 2026.
  • Shoals Technologies Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2665 holding.
  • Clearstead Advisors first reported a position in Shoals Technologies Group in Q2 2024 and has held it in 5 quarters since.
  • Clearstead Advisors's Shoals Technologies Group position peaked at $8.09K in Q3 2025.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.