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 Q3	$599	Sell	74 -134	-64%	-$1.13K	﹤0.01%	2342
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	$3.2K	Buy	377 +49	+15%	+$440	﹤0.01%	1616
2025 Q3	$2.43K	Hold	328	–	–	﹤0.01%	1730
2025 Q2	$1.39K	Buy	+328	New	+$1.42K	﹤0.01%	1422

Other funds holding SHLS

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Trium Capital London, United Kingdom $79.4M AUM 36.67% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's SHLS Position: Q3 2026 in Review

Essential Partners reduced its Shoals Technologies Group (SHLS) stake by 64% in Q3 2026, selling an estimated $1.13K and leaving 74 shares worth $599. The position accounts for ﹤0.01% of the portfolio, ranked #2342.

Essential Partners first reported a position in SHLS in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.2K in Q4 2025. 18 funds tracked by Wall St. Rank hold SHLS as of Q3 2026.

Essential Partners held 74 shares of Shoals Technologies Group worth $599 as of Q3 2026.
Essential Partners sold 134 Shoals Technologies Group shares in Q3 2026, an estimated $1.13K.
Shoals Technologies Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2342 holding.
Essential Partners first reported a position in Shoals Technologies Group in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Shoals Technologies Group position peaked at $3.2K in Q4 2025.
18 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.