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
Q2 		$630K Buy
63,587
+29,950
+89% +$272K ﹤0.01% 3009
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 $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

Creative Planning's SHLS Position: Q2 2026 in Review

Creative Planning increased its Shoals Technologies Group (SHLS) stake by 89% in Q2 2026, buying an estimated $272K and bringing the position to 63,587 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #3009.

Creative Planning first reported a position in SHLS in Q2 2024 and has held it in 6 quarters since. 272 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Creative Planning held 63,587 shares of Shoals Technologies Group worth $630K as of Q2 2026.
  • Creative Planning bought 29,950 Shoals Technologies Group shares in Q2 2026, an estimated $272K.
  • Shoals Technologies Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3009 holding.
  • Creative Planning first reported a position in Shoals Technologies Group in Q2 2024 and has held it in 6 quarters since.
  • 272 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.