LPL Financial
SHLS icon

LPL Financial’s Shoals Technologies Group SHLS Stock Holding History

LPL Financial’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 		$195K Sell
19,693
-46,581
-70% -$423K ﹤0.01% 5768
2026
Q1 		$436K Buy
66,274
+8,786
+15% +$72.1K ﹤0.01% 4893
2025
Q4 		$489K Buy
57,488
+42,788
+291% +$384K ﹤0.01% 4739
2025
Q3 		$109K Sell
14,700
-11,868
-45% -$73K ﹤0.01% 5497
2025
Q2 		$113K Buy
26,568
+160
+0.6% +$695 ﹤0.01% 5243
2025
Q1 		$87.7K Sell
26,408
-1,957
-7% -$8.14K ﹤0.01% 5072
2024
Q4 		$157K Sell
28,365
-4,041
-12% -$20.5K ﹤0.01% 4886
2024
Q3 		$182K Sell
32,406
-7,374
-19% -$44.1K ﹤0.01% 4756
2024
Q2 		$248K Buy
39,780
+9,846
+33% +$78.6K ﹤0.01% 4404
2024
Q1 		$335K Buy
29,934
+7,388
+33% +$102K ﹤0.01% 4116
2023
Q4 		$350K Buy
22,546
+2,102
+10% +$31.8K ﹤0.01% 3969
2023
Q3 		$373K Buy
20,444
+3,132
+18% +$69.7K ﹤0.01% 3724
2023
Q2 		$442K Buy
17,312
+651
+4% +$15.1K ﹤0.01% 3539
2023
Q1 		$380K Buy
16,661
+2,890
+21% +$71.3K ﹤0.01% 3555
2022
Q4 		$340K Sell
13,771
-681
-5% -$16.4K ﹤0.01% 3561
2022
Q3 		$311K Buy
14,452
+3,490
+32% +$78K ﹤0.01% 3555
2022
Q2 		$181K Sell
10,962
-12,468
-53% -$184K ﹤0.01% 3988
2022
Q1 		$399K Buy
23,430
+2,532
+12% +$43.9K ﹤0.01% 3363
2021
Q4 		$508K Buy
20,898
+577
+3% +$16.6K ﹤0.01% 3267
2021
Q3 		$567K Buy
20,321
+2,630
+15% +$81.7K ﹤0.01% 3102
2021
Q2 		$628K Buy
17,691
+2,044
+13% +$61.7K ﹤0.01% 2957
2021
Q1 		$544K Buy
+15,647
New +$554K ﹤0.01% 2950

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

LPL Financial's SHLS Position: Q2 2026 in Review

LPL Financial reduced its Shoals Technologies Group (SHLS) stake by 70% in Q2 2026, selling an estimated $423K and leaving 19,693 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #5768.

LPL Financial first reported a position in SHLS in Q1 2021 and has held it in 22 quarters since. The position peaked at $628K in Q2 2021. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • LPL Financial held 19,693 shares of Shoals Technologies Group worth $195K as of Q2 2026.
  • LPL Financial sold 46,581 Shoals Technologies Group shares in Q2 2026, an estimated $423K.
  • Shoals Technologies Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5768 holding.
  • LPL Financial first reported a position in Shoals Technologies Group in Q1 2021 and has held it in 22 quarters since.
  • LPL Financial's Shoals Technologies Group position peaked at $628K in Q2 2021.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.