Mackenzie Financial
SHLS icon

Mackenzie Financial’s Shoals Technologies Group SHLS Stock Holding History

Mackenzie 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
Q1 		– Sell
-10,535
Closed -$90.1K – 1720
2025
Q4 		$90.1K Buy
10,535
+216
+2% +$1.94K ﹤0.01% 1603
2025
Q3 		$76.5K Hold
10,319
– – ﹤0.01% 1641
2025
Q2 		$43.9K Hold
10,319
– – ﹤0.01% 1656
2025
Q1 		$34.3K Hold
10,319
– – ﹤0.01% 1635
2024
Q4 		$57.1K Hold
10,319
– – ﹤0.01% 1659
2024
Q3 		$57.9K Hold
10,319
– – ﹤0.01% 1528
2024
Q2 		$64.4K Buy
+10,319
New +$82.3K ﹤0.01% 1475
2024
Q1 		– Sell
-104,251
Closed -$1.62M – 1605
2023
Q4 		$1.62M Buy
104,251
+16,631
+19% +$252K ﹤0.01% 769
2023
Q3 		$1.44M Hold
87,620
– – ﹤0.01% 774
2023
Q2 		$2.2M Sell
87,620
-5,319
-6% -$123K ﹤0.01% 707
2023
Q1 		$2.12M Buy
92,939
+13,730
+17% +$339K ﹤0.01% 726
2022
Q4 		$1.95M Sell
79,209
-33,273
-30% -$803K ﹤0.01% 682
2022
Q3 		$2.42M Sell
112,482
-60,821
-35% -$1.36M ﹤0.01% 649
2022
Q2 		$2.86M Buy
+173,303
New +$2.56M ﹤0.01% 638

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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VCM
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return