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Essential Partners’s Shoals Technologies Group SHLS Stock Holding History

Essential 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 		$2.06K Sell
208
-138
-40% -$1.25K ﹤0.01% 1959
2026
Q1 		$2.28K Sell
346
-31
-8% -$254 ﹤0.01% 1953
2025
Q4 		$3.21K Buy
377
+49
+15% +$440 ﹤0.01% 1616
2025
Q3 		$2.43K Hold
328
– – ﹤0.01% 1730
2025
Q2 		$1.39K Buy
+328
New +$1.43K ﹤0.01% 1422

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

Essential Partners's SHLS Position: Q2 2026 in Review

Essential Partners reduced its Shoals Technologies Group (SHLS) stake by 40% in Q2 2026, selling an estimated $1.25K and leaving 208 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

Essential Partners first reported a position in SHLS in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.21K in Q4 2025. 272 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Essential Partners held 208 shares of Shoals Technologies Group worth $2.06K as of Q2 2026.
  • Essential Partners sold 138 Shoals Technologies Group shares in Q2 2026, an estimated $1.25K.
  • Shoals Technologies Group made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1959 holding.
  • Essential Partners first reported a position in Shoals Technologies Group in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Shoals Technologies Group position peaked at $3.21K in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.