Marshall Wace
SHLS icon

Marshall Wace’s Shoals Technologies Group SHLS Stock Holding History

Marshall Wace’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 		$5.56M Buy
844,255
+676,010
+402% +$5.54M 0.01% 1252
2025
Q4 		$1.43M Buy
+168,245
New +$1.51M ﹤0.01% 1760
2025
Q3 		– Sell
-68,095
Closed -$289K – 3369
2025
Q2 		$289K Sell
68,095
-37,950
-36% -$165K ﹤0.01% 2336
2025
Q1 		$352K Buy
+106,045
New +$441K ﹤0.01% 2203
2024
Q4 		– Sell
-152,437
Closed -$855K – 2991
2024
Q3 		$855K Buy
152,437
+140,337
+1,160% +$839K ﹤0.01% 1710
2024
Q2 		$75.5K Sell
12,100
-4,200
-26% -$33.5K ﹤0.01% 2415
2024
Q1 		$182K Buy
+16,300
New +$224K ﹤0.01% 2250
2023
Q4 		– Sell
-63,154
Closed -$1.15M – 2614
2023
Q3 		$1.15M Buy
+63,154
New +$1.41M ﹤0.01% 1455
2022
Q3 		– Sell
-15,071
Closed -$246K – 3828
2022
Q2 		$246K Buy
+15,071
New +$222K ﹤0.01% 3094

Other funds holding SHLS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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