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Edgestream Partners’s Shoals Technologies Group SHLS Stock Holding History

Edgestream Partners’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 		$1.34M Sell
135,084
-204,642
-60% -$1.86M 0.04% 614
2026
Q1 		$2.24M Buy
+339,726
New +$2.79M 0.07% 469
2024
Q3 		– Sell
-11,919
Closed -$74.4K – 1053
2024
Q2 		$74.4K Sell
11,919
-30,972
-72% -$247K ﹤0.01% 815
2024
Q1 		$480K Sell
42,891
-28,739
-40% -$395K 0.02% 645
2023
Q4 		$1.11M Buy
71,630
+4,285
+6% +$64.8K 0.08% 410
2023
Q3 		$1.23M Sell
67,345
-445
-0.7% -$9.9K 0.1% 337
2023
Q2 		$1.73M Buy
+67,790
New +$1.57M 0.16% 221

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

Edgestream Partners's SHLS Position: Q2 2026 in Review

Edgestream Partners reduced its Shoals Technologies Group (SHLS) stake by 60% in Q2 2026, selling an estimated $1.86M and leaving 135,084 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #614.

Edgestream Partners first reported a position in SHLS in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.24M in Q1 2026. 272 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Edgestream Partners held 135,084 shares of Shoals Technologies Group worth $1.34M as of Q2 2026.
  • Edgestream Partners sold 204,642 Shoals Technologies Group shares in Q2 2026, an estimated $1.86M.
  • Shoals Technologies Group made up 0.04% of Edgestream Partners's portfolio in Q2 2026, its #614 holding.
  • Edgestream Partners first reported a position in Shoals Technologies Group in Q2 2023 and has held it in 7 quarters since.
  • Edgestream Partners's Shoals Technologies Group position peaked at $2.24M in Q1 2026.
  • 272 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.