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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 – 1814
2022
Q2 		$13K Buy
+762
New +$11.2K ﹤0.01% 1397

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

CoreCap Advisors's SHLS Position: Q2 2026 in Review

CoreCap Advisors held its Shoals Technologies Group (SHLS) position steady in Q2 2026 at 400 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2349.

CoreCap Advisors first reported a position in SHLS in Q2 2022 and has held it in 11 quarters since. The position peaked at $18.4K in Q1 2025. 272 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • CoreCap Advisors held 400 shares of Shoals Technologies Group worth $3.96K as of Q2 2026.
  • CoreCap Advisors left its Shoals Technologies Group share count unchanged in Q2 2026.
  • Shoals Technologies Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2349 holding.
  • CoreCap Advisors first reported a position in Shoals Technologies Group in Q2 2022 and has held it in 11 quarters since.
  • CoreCap Advisors's Shoals Technologies Group position peaked at $18.4K in Q1 2025.
  • 272 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.