Envestnet Asset Management
SHLS icon

Envestnet Asset Management’s Shoals Technologies Group SHLS Stock Holding History

Envestnet Asset Management’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 		– Sell
-11,329
Closed -$96.3K – 4806
2025
Q4 		$96.3K Buy
+11,329
New +$102K ﹤0.01% 4374
2024
Q4 		– Sell
-37,556
Closed -$211K – 4387
2024
Q3 		$211K Buy
37,556
+25,249
+205% +$151K ﹤0.01% 3996
2024
Q2 		$76.8K Sell
12,307
-36,228
-75% -$289K ﹤0.01% 4081
2024
Q1 		$543K Buy
48,535
+9,354
+24% +$129K ﹤0.01% 3382
2023
Q4 		$609K Sell
39,181
-41,746
-52% -$632K ﹤0.01% 3225
2023
Q3 		$1.48M Buy
80,927
+34,388
+74% +$765K ﹤0.01% 2538
2023
Q2 		$1.19M Buy
46,539
+10,009
+27% +$231K ﹤0.01% 2621
2023
Q1 		$833K Buy
36,530
+13,808
+61% +$341K ﹤0.01% 2803
2022
Q4 		$561K Buy
+22,722
New +$549K ﹤0.01% 3037
2021
Q3 		– Sell
-7,168
Closed -$254K – 3752
2021
Q2 		$254K Sell
7,168
-618
-8% -$18.6K ﹤0.01% 3383
2021
Q1 		$271K Buy
+7,786
New +$276K ﹤0.01% 3196

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Envestnet Asset Management's SHLS Position: Q1 2026 in Review

Envestnet Asset Management sold out of Shoals Technologies Group (SHLS) in Q1 2026, closing a stake of 11,329 shares — an estimated $96.3K sold.

Envestnet Asset Management first reported a position in SHLS in Q1 2021 and held it in 11 quarters. The position peaked at $1.48M in Q3 2023. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • Envestnet Asset Management reported no remaining Shoals Technologies Group position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 11,329 Shoals Technologies Group shares in Q1 2026, an estimated $96.3K.
  • Envestnet Asset Management first reported a position in Shoals Technologies Group in Q1 2021 and held it in 11 quarters.
  • Envestnet Asset Management's Shoals Technologies Group position peaked at $1.48M in Q3 2023.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.