Corient Private Wealth’s Shoals Technologies Group SHLS Stock Holding History

Corient Private Wealth’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	$170K	Buy	+17,178	New	+$156K	﹤0.01%	2848

Other funds holding SHLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Corient Private Wealth's SHLS Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Shoals Technologies Group (SHLS) in Q2 2026: 17,178 shares worth $170K. The stake represents ﹤0.01% of the portfolio and ranks #2848 among its holdings.

271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

Corient Private Wealth held 17,178 shares of Shoals Technologies Group worth $170K as of Q2 2026.
Shoals Technologies Group was a new Corient Private Wealth position in Q2 2026.
Shoals Technologies Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2848 holding.
271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.