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Larson Financial Group’s Shoals Technologies Group SHLS Stock Holding History

Larson Financial Group’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 		$3.56K Buy
360
+10
+3% +$91 ﹤0.01% 2903
2026
Q1 		$2.3K Buy
+350
New +$2.87K ﹤0.01% 2913
2025
Q3 		– Sell
-276
Closed -$1.17K – 3622
2025
Q2 		$1.17K Sell
276
-75
-21% -$326 ﹤0.01% 2597
2025
Q1 		$1.17K Buy
+351
New +$1.46K ﹤0.01% 2342
2024
Q4 		– Sell
-1,520
Closed -$8.53K – 2891
2024
Q3 		$8.53K Buy
+1,520
New +$9.09K ﹤0.01% 1541

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

Larson Financial Group's SHLS Position: Q2 2026 in Review

Larson Financial Group increased its Shoals Technologies Group (SHLS) stake by 2.9% in Q2 2026, buying an estimated $91 and bringing the position to 360 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2903.

Larson Financial Group first reported a position in SHLS in Q3 2024 and has held it in 5 quarters since. The position peaked at $8.53K in Q3 2024. 272 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Larson Financial Group held 360 shares of Shoals Technologies Group worth $3.56K as of Q2 2026.
  • Larson Financial Group bought 10 Shoals Technologies Group shares in Q2 2026, an estimated $91.
  • Shoals Technologies Group made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2903 holding.
  • Larson Financial Group first reported a position in Shoals Technologies Group in Q3 2024 and has held it in 5 quarters since.
  • Larson Financial Group's Shoals Technologies Group position peaked at $8.53K in Q3 2024.
  • 272 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.