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IFP Advisors’s Shoals Technologies Group SHLS Stock Holding History

IFP 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 		$990 Hold
100
– – ﹤0.01% 4496
2026
Q1 		$658 Buy
100
+19
+23% +$156 ﹤0.01% 4351
2025
Q4 		$688 Buy
81
+1
+1% +$9 ﹤0.01% 4190
2025
Q3 		$593 Buy
+80
New +$492 ﹤0.01% 4126
2025
Q2 		– Sell
-226
Closed -$982 – 3281
2025
Q1 		$851 Hold
226
– – ﹤0.01% 3367
2024
Q4 		$1.42K Sell
226
-15
-6% -$76 ﹤0.01% 3205
2024
Q3 		$1.35K Hold
241
– – ﹤0.01% 3022
2024
Q2 		$1.5K Sell
241
-152
-39% -$1.21K ﹤0.01% 2889
2024
Q1 		$4.39K Sell
393
-125
-24% -$1.72K ﹤0.01% 2495
2023
Q4 		$8.05K Buy
518
+30
+6% +$454 ﹤0.01% 2266
2023
Q3 		$8.9K Sell
488
-735
-60% -$16.4K ﹤0.01% 2296
2023
Q2 		$31.3K Buy
1,223
+518
+73% +$12K ﹤0.01% 1810
2023
Q1 		$21.8K Buy
705
+630
+840% +$15.5K ﹤0.01% 1980
2022
Q4 		$3K Buy
75
+50
+200% +$1.21K ﹤0.01% 4054
2022
Q3 		$1K Hold
25
– – ﹤0.01% 4671
2022
Q2 		$1K Hold
25
– – ﹤0.01% 4442
2022
Q1 		$1K Buy
+25
New +$433 ﹤0.01% 4440
2021
Q4 		– Sell
-50
Closed -$1K – 3478
2021
Q3 		$1K Hold
50
– – ﹤0.01% 3119
2021
Q2 		$2K Hold
50
– – ﹤0.01% 2777
2021
Q1 		$2K Buy
+50
New +$1.77K ﹤0.01% 2708

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

IFP Advisors's SHLS Position: Q2 2026 in Review

IFP Advisors held its Shoals Technologies Group (SHLS) position steady in Q2 2026 at 100 shares worth $990. The position accounts for ﹤0.01% of the portfolio, ranked #4496.

IFP Advisors first reported a position in SHLS in Q1 2021 and has held it in 20 quarters since. The position peaked at $31.3K in Q2 2023. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • IFP Advisors held 100 shares of Shoals Technologies Group worth $990 as of Q2 2026.
  • IFP Advisors left its Shoals Technologies Group share count unchanged in Q2 2026.
  • Shoals Technologies Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4496 holding.
  • IFP Advisors first reported a position in Shoals Technologies Group in Q1 2021 and has held it in 20 quarters since.
  • IFP Advisors's Shoals Technologies Group position peaked at $31.3K in Q2 2023.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.