EWA
SHLS icon

EverSource Wealth Advisors’s Shoals Technologies Group SHLS Stock Holding History

EverSource Wealth Advisors’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 		$9.94K Sell
1,004
-922
-48% -$8.37K ﹤0.01% 2919
2026
Q1 		$12.7K Sell
1,926
-294
-13% -$2.41K ﹤0.01% 2789
2025
Q4 		$18.9K Hold
2,220
– – ﹤0.01% 2424
2025
Q3 		$16.4K Sell
2,220
-320
-13% -$1.97K ﹤0.01% 2499
2025
Q2 		$10.8K Buy
2,540
+832
+49% +$3.62K ﹤0.01% 2761
2025
Q1 		$5.67K Buy
1,708
+1,628
+2,035% +$6.77K ﹤0.01% 2432
2024
Q4 		$442 Buy
80
+39
+95% +$198 ﹤0.01% 3237
2024
Q3 		$230 Buy
+41
New +$245 ﹤0.01% 2949
2024
Q2 		– Sell
-5
Closed -$42 – 3135
2024
Q1 		$42 Sell
5
-50
-91% -$688 ﹤0.01% 2860
2023
Q4 		$855 Sell
55
-321
-85% -$4.86K ﹤0.01% 2432
2023
Q3 		$6.86K Buy
376
+130
+53% +$2.89K ﹤0.01% 1567
2023
Q2 		$6.29K Sell
246
-14
-5% -$324 ﹤0.01% 1634
2023
Q1 		$5.92K Buy
260
+197
+313% +$4.86K ﹤0.01% 1585
2022
Q4 		$1.55K Hold
63
– – ﹤0.01% 1986
2022
Q3 		$1K Buy
+63
New +$1.41K ﹤0.01% 1887

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

EverSource Wealth Advisors's SHLS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Shoals Technologies Group (SHLS) stake by 48% in Q2 2026, selling an estimated $8.37K and leaving 1,004 shares worth $9.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2919.

EverSource Wealth Advisors first reported a position in SHLS in Q3 2022 and has held it in 15 quarters since. The position peaked at $18.9K in Q4 2025. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • EverSource Wealth Advisors held 1,004 shares of Shoals Technologies Group worth $9.94K as of Q2 2026.
  • EverSource Wealth Advisors sold 922 Shoals Technologies Group shares in Q2 2026, an estimated $8.37K.
  • Shoals Technologies Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2919 holding.
  • EverSource Wealth Advisors first reported a position in Shoals Technologies Group in Q3 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Shoals Technologies Group position peaked at $18.9K in Q4 2025.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.