JG
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Joel Greenblatt’s Shoals Technologies Group SHLS Stock Holding History

Joel Greenblatt’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 		$242K Hold
24,470
– – ﹤0.01% 1695
2026
Q1 		$161K Buy
24,470
+923
+4% +$7.57K ﹤0.01% 1705
2025
Q4 		$200K Sell
23,547
-6,795
-22% -$61K ﹤0.01% 1657
2025
Q3 		$225K Sell
30,342
-60,684
-67% -$373K ﹤0.01% 1587
2025
Q2 		$387K Buy
91,026
+26,289
+41% +$114K ﹤0.01% 1394
2025
Q1 		$215K Sell
64,737
-10,996
-15% -$45.7K ﹤0.01% 1454
2024
Q4 		$419K Buy
75,733
+27,842
+58% +$141K ﹤0.01% 1181
2024
Q3 		$269K Buy
47,891
+2,193
+5% +$13.1K ﹤0.01% 1269
2024
Q2 		$285K Buy
45,698
+15,560
+52% +$124K ﹤0.01% 1238
2024
Q1 		$337K Sell
30,138
-33,661
-53% -$463K 0.01% 1161
2023
Q4 		$991K Buy
63,799
+13,733
+27% +$208K 0.02% 800
2023
Q3 		$914K Sell
50,066
-103,035
-67% -$2.29M 0.02% 809
2023
Q2 		$3.91M Buy
153,101
+62,805
+70% +$1.45M 0.09% 321
2023
Q1 		$2.06M Buy
90,296
+80,711
+842% +$1.99M 0.05% 516
2022
Q4 		$236K Buy
+9,585
New +$231K 0.01% 1099

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 $413B AUM 44.57% 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

Joel Greenblatt's SHLS Position: Q2 2026 in Review

Joel Greenblatt held its Shoals Technologies Group (SHLS) position steady in Q2 2026 at 24,470 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Joel Greenblatt first reported a position in SHLS in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.91M in Q2 2023. 269 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Joel Greenblatt held 24,470 shares of Shoals Technologies Group worth $242K as of Q2 2026.
  • Joel Greenblatt left its Shoals Technologies Group share count unchanged in Q2 2026.
  • Shoals Technologies Group made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1695 holding.
  • Joel Greenblatt first reported a position in Shoals Technologies Group in Q4 2022 and has held it in 15 quarters since.
  • Joel Greenblatt's Shoals Technologies Group position peaked at $3.91M in Q2 2023.
  • 269 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.