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CoreCap Advisors’s Shoals Technologies Group SHLS Stock Holding History

CoreCap 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 		$3.96K Hold
400
– – ﹤0.01% 2349
2026
Q1 		$2.63K Hold
400
– – ﹤0.01% 2343
2025
Q4 		$3.4K Hold
400
– – ﹤0.01% 2334
2025
Q3 		$2.96K Hold
400
– – ﹤0.01% 2296
2025
Q2 		$1.7K Sell
400
-5,138
-93% -$22.3K ﹤0.01% 2340
2025
Q1 		$18.4K Buy
5,538
+5,138
+1,285% +$21.4K ﹤0.01% 1572
2024
Q4 		$2.21K Hold
400
– – ﹤0.01% 2197
2024
Q3 		$2.24K Hold
400
– – ﹤0.01% 2163
2024
Q2 		$2.5K Buy
+400
New +$3.19K ﹤0.01% 1279
2022
Q4 		$12.6K Buy
+512
New +$12.4K ﹤0.01% 1468
2022
Q3 		– Sell
-762
Closed -$13K – 1816
2022
Q2 		$13K Buy
+762
New +$11.2K ﹤0.01% 1397

Other funds holding SHLS

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return