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Harvest Portfolios Group’s Shoals Technologies Group SHLS Stock Holding History

Harvest Portfolios Group’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 		$415K Buy
41,927
+373
+0.9% +$3.39K 0.01% 246
2026
Q1 		$273K Buy
+41,554
New +$341K ﹤0.01% 249
2025
Q3 		– Sell
-60,741
Closed -$258K – 264
2025
Q2 		$258K Sell
60,741
-2,377
-4% -$10.3K 0.01% 235
2025
Q1 		$210K Buy
+63,118
New +$262K 0.01% 227
2024
Q3 		– Sell
-29,970
Closed -$187K – 247
2024
Q2 		$187K Sell
29,970
-806
-3% -$6.43K 0.01% 232
2024
Q1 		$344K Buy
30,776
+6,913
+29% +$95.1K 0.01% 206
2023
Q4 		$371K Sell
23,863
-2,427
-9% -$36.7K 0.02% 194
2023
Q3 		$480K Sell
26,290
-2,818
-10% -$62.7K 0.02% 176
2023
Q2 		$744K Sell
29,108
-2,919
-9% -$67.5K 0.03% 152
2023
Q1 		$730K Sell
32,027
-21,681
-40% -$535K 0.04% 156
2022
Q4 		$1.32M Buy
+53,708
New +$1.3M 0.08% 114

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

Harvest Portfolios Group's SHLS Position: Q2 2026 in Review

Harvest Portfolios Group increased its Shoals Technologies Group (SHLS) stake by 0.9% in Q2 2026, buying an estimated $3.39K and bringing the position to 41,927 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #246.

Harvest Portfolios Group first reported a position in SHLS in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.32M in Q4 2022. 272 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Harvest Portfolios Group held 41,927 shares of Shoals Technologies Group worth $415K as of Q2 2026.
  • Harvest Portfolios Group bought 373 Shoals Technologies Group shares in Q2 2026, an estimated $3.39K.
  • Shoals Technologies Group made up 0.01% of Harvest Portfolios Group's portfolio in Q2 2026, its #246 holding.
  • Harvest Portfolios Group first reported a position in Shoals Technologies Group in Q4 2022 and has held it in 11 quarters since.
  • Harvest Portfolios Group's Shoals Technologies Group position peaked at $1.32M in Q4 2022.
  • 272 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.