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Martingale Asset Management’s Shoals Technologies Group SHLS Stock Holding History

Martingale Asset Management’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
-59,063
Closed -$502K – 855
2025
Q4 		$502K Sell
59,063
-38,802
-40% -$349K 0.01% 606
2025
Q3 		$725K Buy
97,865
+26,328
+37% +$162K 0.02% 554
2025
Q2 		$304K Buy
+71,537
New +$311K 0.01% 699

Other funds holding SHLS

BlackRock
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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

Martingale Asset Management's SHLS Position: Q1 2026 in Review

Martingale Asset Management sold out of Shoals Technologies Group (SHLS) in Q1 2026, closing a stake of 59,063 shares — an estimated $502K sold.

Martingale Asset Management first reported a position in SHLS in Q2 2025 and held it in 3 quarters. The position peaked at $725K in Q3 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • Martingale Asset Management reported no remaining Shoals Technologies Group position as of Q1 2026 after selling out during the quarter.
  • Martingale Asset Management sold 59,063 Shoals Technologies Group shares in Q1 2026, an estimated $502K.
  • Martingale Asset Management first reported a position in Shoals Technologies Group in Q2 2025 and held it in 3 quarters.
  • Martingale Asset Management's Shoals Technologies Group position peaked at $725K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.