Janney Montgomery Scott
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Janney Montgomery Scott’s Shoals Technologies Group SHLS Stock Holding History

Janney Montgomery Scott’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
2025
Q2 		– Sell
-269,096
Closed -$893K – 2816
2025
Q1 		$893K Buy
269,096
+175,627
+188% +$730K ﹤0.01% 1615
2024
Q4 		$517K Sell
93,469
-54,995
-37% -$279K ﹤0.01% 1968
2024
Q3 		$833K Buy
+148,464
New +$888K ﹤0.01% 1629
2024
Q2 		– Sell
-15,613
Closed -$175K – 2795
2024
Q1 		$175K Sell
15,613
-337
-2% -$4.63K ﹤0.01% 2604
2023
Q4 		$248K Sell
15,950
-25,957
-62% -$393K ﹤0.01% 2343
2023
Q3 		$765K Buy
41,907
+28,166
+205% +$627K ﹤0.01% 1491
2023
Q2 		$351K Sell
13,741
-2,611
-16% -$60.4K ﹤0.01% 2136
2023
Q1 		$373K Buy
16,352
+1,104
+7% +$27.2K ﹤0.01% 1915
2022
Q4 		$376K Buy
15,248
+361
+2% +$8.72K ﹤0.01% 1953
2022
Q3 		$321K Buy
14,887
+1,629
+12% +$36.4K ﹤0.01% 1964
2022
Q2 		$227K Buy
13,258
+1,377
+12% +$20.3K ﹤0.01% 2070
2022
Q1 		$202K Sell
11,881
-1,722
-13% -$29.8K ﹤0.01% 2095
2021
Q4 		$331K Buy
13,603
+666
+5% +$19.2K ﹤0.01% 1950
2021
Q3 		$361K Buy
12,937
+4,029
+45% +$125K ﹤0.01% 1858
2021
Q2 		$316K Buy
8,908
+966
+12% +$29.1K ﹤0.01% 1895
2021
Q1 		$276K Buy
+7,942
New +$281K ﹤0.01% 1895

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Janney Montgomery Scott's SHLS Position: Q2 2025 in Review

Janney Montgomery Scott sold out of Shoals Technologies Group (SHLS) in Q2 2025, closing a stake of 269,096 shares — an estimated $893K sold.

Janney Montgomery Scott first reported a position in SHLS in Q1 2021 and held it in 16 quarters. The position peaked at $893K in Q1 2025. 220 funds tracked by Wall St. Rank hold SHLS as of Q2 2025.

  • Janney Montgomery Scott reported no remaining Shoals Technologies Group position as of Q2 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 269,096 Shoals Technologies Group shares in Q2 2025, an estimated $893K.
  • Janney Montgomery Scott first reported a position in Shoals Technologies Group in Q1 2021 and held it in 16 quarters.
  • Janney Montgomery Scott's Shoals Technologies Group position peaked at $893K in Q1 2025.
  • 220 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2025.

Based on Janney Montgomery Scott's 13F filing for Q2 2025, filed 17 Jul 2025.