Integrated Wealth Concepts’s Shoals Technologies Group SHLS Stock Holding History

Integrated Wealth Concepts’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	$52.7K	Buy	+5,324	New	+$48.3K	﹤0.01%	3320

Other funds holding SHLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Integrated Wealth Concepts's SHLS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Shoals Technologies Group (SHLS) in Q2 2026: 5,324 shares worth $52.7K. The stake represents ﹤0.01% of the portfolio and ranks #3320 among its holdings.

271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

Integrated Wealth Concepts held 5,324 shares of Shoals Technologies Group worth $52.7K as of Q2 2026.
Shoals Technologies Group was a new Integrated Wealth Concepts position in Q2 2026.
Shoals Technologies Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3320 holding.
271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.