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IEQ Capital’s Shoals Technologies Group SHLS Stock Holding History

IEQ Capital’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 		$850K Buy
85,826
+65,534
+323% +$595K ﹤0.01% 1178
2026
Q1 		$134K Buy
+20,292
New +$166K ﹤0.01% 1766
2025
Q4 		– Sell
-17,633
Closed -$131K – 1992
2025
Q3 		$131K Sell
17,633
-32,360
-65% -$199K ﹤0.01% 1738
2025
Q2 		$212K Sell
49,993
-20,829
-29% -$90.5K ﹤0.01% 1587
2025
Q1 		$235K Buy
+70,822
New +$294K ﹤0.01% 1299

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

IEQ Capital's SHLS Position: Q2 2026 in Review

IEQ Capital increased its Shoals Technologies Group (SHLS) stake by 323% in Q2 2026, buying an estimated $595K and bringing the position to 85,826 shares worth $850K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

IEQ Capital first reported a position in SHLS in Q1 2025 and has held it in 5 quarters since. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • IEQ Capital held 85,826 shares of Shoals Technologies Group worth $850K as of Q2 2026.
  • IEQ Capital bought 65,534 Shoals Technologies Group shares in Q2 2026, an estimated $595K.
  • Shoals Technologies Group made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1178 holding.
  • IEQ Capital first reported a position in Shoals Technologies Group in Q1 2025 and has held it in 5 quarters since.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.