Creative Planning
SHLS icon

Creative Planning’s Shoals Technologies Group SHLS Stock Holding History

Creative Planning’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
Q1 		$221K Sell
33,637
-13,379
-28% -$110K ﹤0.01% 3662
2025
Q4 		$400K Buy
47,016
+31,699
+207% +$285K ﹤0.01% 3031
2025
Q3 		$114K Buy
+15,317
New +$94.2K ﹤0.01% 3657
2024
Q4 		– Sell
-33,288
Closed -$187K – 3671
2024
Q3 		$187K Buy
33,288
+17,844
+116% +$107K ﹤0.01% 2869
2024
Q2 		$96.4K Buy
+15,444
New +$123K ﹤0.01% 2844

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Creative Planning's SHLS Position: Q1 2026 in Review

Creative Planning reduced its Shoals Technologies Group (SHLS) stake by 28% in Q1 2026, selling an estimated $110K and leaving 33,637 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #3662.

Creative Planning first reported a position in SHLS in Q2 2024 and has held it in 5 quarters since. The position peaked at $400K in Q4 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • Creative Planning held 33,637 shares of Shoals Technologies Group worth $221K as of Q1 2026.
  • Creative Planning sold 13,379 Shoals Technologies Group shares in Q1 2026, an estimated $110K.
  • Shoals Technologies Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3662 holding.
  • Creative Planning first reported a position in Shoals Technologies Group in Q2 2024 and has held it in 5 quarters since.
  • Creative Planning's Shoals Technologies Group position peaked at $400K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.