Massachusetts Financial Services’s Shoals Technologies Group SHLS Stock Holding History

Massachusetts Financial Services’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	–	Sell	-48,630	Closed	-$320K	–	1056
2026 Q1	$320K	Sell	48,630 -1,296	-3%	-$10.6K	﹤0.01%	914
2025 Q4	$424K	Buy	+49,926	New	+$449K	﹤0.01%	881
2022 Q3	–	Sell	-1,170,488	Closed	-$19.3M	–	874
2022 Q2	$19.3M	Sell	1,170,488 -793,306	-40%	-$11.7M	0.01%	560
2022 Q1	$33.5M	Buy	1,963,794 +517,769	+36%	+$8.97M	0.01%	531
2021 Q4	$35.1M	Sell	1,446,025 -473,263	-25%	-$13.6M	0.01%	543
2021 Q3	$53.5M	Buy	1,919,288 +201,853	+12%	+$6.27M	0.02%	486
2021 Q2	$61M	Buy	1,717,435 +338,042	+25%	+$10.2M	0.02%	476
2021 Q1	$48M	Buy	+1,379,393	New	+$48.9M	0.01%	504

Other funds holding SHLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Massachusetts Financial Services's SHLS Position: Q2 2026 in Review

Massachusetts Financial Services sold out of Shoals Technologies Group (SHLS) in Q2 2026, closing a stake of 48,630 shares — an estimated $320K sold.

Massachusetts Financial Services first reported a position in SHLS in Q1 2021 and held it in 8 quarters. The position peaked at $61M in Q2 2021. 185 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

Massachusetts Financial Services reported no remaining Shoals Technologies Group position as of Q2 2026 after selling out during the quarter.
Massachusetts Financial Services sold 48,630 Shoals Technologies Group shares in Q2 2026, an estimated $320K.
Massachusetts Financial Services first reported a position in Shoals Technologies Group in Q1 2021 and held it in 8 quarters.
Massachusetts Financial Services's Shoals Technologies Group position peaked at $61M in Q2 2021.
185 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.