Mackenzie Financial
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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 – 1719
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 – 1604
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

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Mackenzie Financial's SHLS Position: Q1 2026 in Review

Mackenzie Financial sold out of Shoals Technologies Group (SHLS) in Q1 2026, closing a stake of 10,535 shares — an estimated $90.1K sold.

Mackenzie Financial first reported a position in SHLS in Q2 2022 and held it in 14 quarters. The position peaked at $2.86M in Q2 2022. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • Mackenzie Financial reported no remaining Shoals Technologies Group position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 10,535 Shoals Technologies Group shares in Q1 2026, an estimated $90.1K.
  • Mackenzie Financial first reported a position in Shoals Technologies Group in Q2 2022 and held it in 14 quarters.
  • Mackenzie Financial's Shoals Technologies Group position peaked at $2.86M in Q2 2022.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.