Essex Investment Management’s Shoals Technologies Group SHLS Stock Holding History

Essex Investment 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 Q2	$927K	Hold	93,670	–	–	0.12%	143
2026 Q1	$616K	Sell	93,670 -2,055	-2%	-$16.9K	0.1%	162
2025 Q4	$814K	Buy	+95,725	New	+$860K	0.12%	150
2024 Q1	–	Sell	-126,207	Closed	-$1.96M	–	334
2023 Q4	$1.96M	Sell	126,207 -11,784	-9%	-$178K	0.39%	102
2023 Q3	$2.52M	Sell	137,991 -3,037	-2%	-$67.6K	0.41%	85
2023 Q2	$3.6M	Sell	141,028 -803	-0.6%	-$18.6K	0.5%	55
2023 Q1	$3.23M	Sell	141,831 -3,147	-2%	-$77.7K	0.47%	66
2022 Q4	$3.58M	Buy	144,978 +46,946	+48%	+$1.13M	0.56%	50
2022 Q3	$2.11M	Buy	+98,032	New	+$2.19M	0.34%	95

Other funds holding SHLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Essex Investment Management's SHLS Position: Q2 2026 in Review

Essex Investment Management held its Shoals Technologies Group (SHLS) position steady in Q2 2026 at 93,670 shares worth $927K. The position accounts for 0.12% of the portfolio, ranked #143.

Essex Investment Management first reported a position in SHLS in Q3 2022 and has held it in 9 quarters since. The position peaked at $3.6M in Q2 2023. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

Essex Investment Management held 93,670 shares of Shoals Technologies Group worth $927K as of Q2 2026.
Essex Investment Management left its Shoals Technologies Group share count unchanged in Q2 2026.
Shoals Technologies Group made up 0.12% of Essex Investment Management's portfolio in Q2 2026, its #143 holding.
Essex Investment Management first reported a position in Shoals Technologies Group in Q3 2022 and has held it in 9 quarters since.
Essex Investment Management's Shoals Technologies Group position peaked at $3.6M in Q2 2023.
271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Essex Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.