C
SHLS icon

Covestor’s Shoals Technologies Group SHLS Stock Holding History

Covestor’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 		$1K Buy
66
+47
+247% +$427 ﹤0.01% 2322
2026
Q1 		$0 Hold
19
– – ﹤0.01% 2719
2025
Q4 		$0 Sell
19
-1
-5% -$9 ﹤0.01% 2690
2025
Q3 		$0 Hold
20
– – ﹤0.01% 2718
2025
Q2 		$0 Sell
20
-1,822
-99% -$7.92K ﹤0.01% 2696
2025
Q1 		$6K Buy
1,842
+55
+3% +$229 ﹤0.01% 1715
2024
Q4 		$10K Buy
1,787
+216
+14% +$1.1K 0.01% 1556
2024
Q3 		$9K Buy
1,571
+603
+62% +$3.6K 0.01% 1631
2024
Q2 		$6K Buy
968
+913
+1,660% +$7.28K ﹤0.01% 1751
2024
Q1 		$1K Buy
55
+47
+588% +$646 ﹤0.01% 2102
2023
Q4 		$0 Sell
8
-1
-11% -$15 ﹤0.01% 2658
2023
Q3 		$0 Sell
9
-1
-10% -$22 ﹤0.01% 2650
2023
Q2 		$0 Hold
10
– – ﹤0.01% 2593
2023
Q1 		$0 Hold
10
– – ﹤0.01% 2522
2022
Q4 		$0 Sell
10
-1
-9% -$24 ﹤0.01% 2541
2022
Q3 		$0 Sell
11
-74
-87% -$1.65K ﹤0.01% 2531
2022
Q2 		$1K Sell
85
-24
-22% -$354 ﹤0.01% 1792
2022
Q1 		$2K Buy
109
+57
+110% +$987 ﹤0.01% 1695
2021
Q4 		$1K Buy
+52
New +$1.5K ﹤0.01% 1922

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

Covestor's SHLS Position: Q2 2026 in Review

Covestor increased its Shoals Technologies Group (SHLS) stake by 247% in Q2 2026, buying an estimated $427 and bringing the position to 66 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

Covestor first reported a position in SHLS in Q4 2021 and has held it in 19 quarters since. The position peaked at $10K in Q4 2024. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Covestor held 66 shares of Shoals Technologies Group worth $1K as of Q2 2026.
  • Covestor bought 47 Shoals Technologies Group shares in Q2 2026, an estimated $427.
  • Shoals Technologies Group made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2322 holding.
  • Covestor first reported a position in Shoals Technologies Group in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Shoals Technologies Group position peaked at $10K in Q4 2024.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.