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Global Retirement Partners’s Shoals Technologies Group SHLS Stock Holding History

Global Retirement 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 		$9.37K Buy
+946
New +$8.59K ﹤0.01% 3428
2025
Q4 		$23.9K Buy
+2,810
New +$25.2K ﹤0.01% 2792
2024
Q2 		– Sell
-439
Closed -$4.91K – 3632
2024
Q1 		$4.91K Sell
439
-245
-36% -$3.37K ﹤0.01% 2403
2023
Q4 		$9.01K Sell
684
-297
-30% -$4.49K ﹤0.01% 2107
2023
Q3 		$16.3K Sell
981
-100
-9% -$2.23K ﹤0.01% 1732
2023
Q2 		$27.6K Buy
1,081
+200
+23% +$4.63K ﹤0.01% 1528
2023
Q1 		$16.3K Buy
881
+229
+35% +$5.65K ﹤0.01% 1724
2022
Q4 		$16.1K Hold
652
– – ﹤0.01% 1566
2022
Q3 		$15K Hold
652
– – ﹤0.01% 1523
2022
Q2 		$11K Hold
652
– – ﹤0.01% 1601
2022
Q1 		$10K Buy
+652
New +$11.3K ﹤0.01% 1633
2021
Q4 		– Sell
-935
Closed -$26K – 1520
2021
Q3 		$26K Buy
935
+74
+9% +$2.3K ﹤0.01% 1125
2021
Q2 		$31K Sell
861
-5
-0.6% -$151 ﹤0.01% 1042
2021
Q1 		$30K Buy
+866
New +$30.7K ﹤0.01% 978

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

Global Retirement Partners's SHLS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Shoals Technologies Group (SHLS) in Q2 2026: 946 shares worth $9.37K. The stake represents ﹤0.01% of the portfolio and ranks #3428 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SHLS as recently as Q4 2025.

Global Retirement Partners first reported a position in SHLS in Q1 2021 and has held it in 14 quarters since. The position peaked at $31K in Q2 2021. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Global Retirement Partners held 946 shares of Shoals Technologies Group worth $9.37K as of Q2 2026.
  • Shoals Technologies Group was a new Global Retirement Partners position in Q2 2026.
  • Shoals Technologies Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3428 holding.
  • Global Retirement Partners first reported a position in Shoals Technologies Group in Q1 2021 and has held it in 14 quarters since.
  • Global Retirement Partners's Shoals Technologies Group position peaked at $31K in Q2 2021.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.