Morgan Stanley
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Morgan Stanley’s Shoals Technologies Group SHLS Stock Holding History

Morgan Stanley’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 		$17.3M Buy
1,749,628
+114,688
+7% +$1.04M ﹤0.01% 3223
2026
Q1 		$10.8M Buy
1,634,940
+2,493
+0.2% +$20.4K ﹤0.01% 3510
2025
Q4 		$13.9M Sell
1,632,447
-174,270
-10% -$1.57M ﹤0.01% 3288
2025
Q3 		$13.4M Buy
1,806,717
+21,116
+1% +$130K ﹤0.01% 3284
2025
Q2 		$7.59M Sell
1,785,601
-227,916
-11% -$990K ﹤0.01% 3704
2025
Q1 		$6.68M Sell
2,013,517
-248,020
-11% -$1.03M ﹤0.01% 3675
2024
Q4 		$12.5M Buy
2,261,537
+1,044,534
+86% +$5.3M ﹤0.01% 3215
2024
Q3 		$6.83M Sell
1,217,003
-3,388,652
-74% -$20.3M ﹤0.01% 3708
2024
Q2 		$28.7M Buy
4,605,655
+3,476,397
+308% +$27.7M ﹤0.01% 2280
2024
Q1 		$12.6M Sell
1,129,258
-619,486
-35% -$8.52M ﹤0.01% 3148
2023
Q4 		$27.2M Buy
1,748,744
+309,290
+21% +$4.68M ﹤0.01% 2359
2023
Q3 		$26.3M Buy
1,439,454
+185,622
+15% +$4.13M ﹤0.01% 2174
2023
Q2 		$32M Sell
1,253,832
-550,199
-30% -$12.7M ﹤0.01% 1999
2023
Q1 		$41.1M Buy
1,804,031
+667,030
+59% +$16.5M ﹤0.01% 1721
2022
Q4 		$28M Buy
1,137,001
+318,105
+39% +$7.68M ﹤0.01% 2009
2022
Q3 		$17.6M Buy
818,896
+473,843
+137% +$10.6M ﹤0.01% 2326
2022
Q2 		$5.69M Sell
345,053
-116,842
-25% -$1.72M ﹤0.01% 3646
2022
Q1 		$7.87M Sell
461,895
-545,089
-54% -$9.44M ﹤0.01% 3188
2021
Q4 		$24.5M Buy
1,006,984
+616,994
+158% +$17.7M ﹤0.01% 1955
2021
Q3 		$10.9M Sell
389,990
-81,614
-17% -$2.54M ﹤0.01% 2791
2021
Q2 		$16.7M Buy
471,604
+440,430
+1,413% +$13.3M ﹤0.01% 2357
2021
Q1 		$1.08M Buy
+31,174
New +$1.1M ﹤0.01% 4675

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley's SHLS Position: Q2 2026 in Review

Morgan Stanley increased its Shoals Technologies Group (SHLS) stake by 7% in Q2 2026, buying an estimated $1.04M and bringing the position to 1,749,628 shares worth $17.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3223.

Morgan Stanley first reported a position in SHLS in Q1 2021 and has held it in 22 quarters since. The position peaked at $41.1M in Q1 2023. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Morgan Stanley held 1,749,628 shares of Shoals Technologies Group worth $17.3M as of Q2 2026.
  • Morgan Stanley bought 114,688 Shoals Technologies Group shares in Q2 2026, an estimated $1.04M.
  • Shoals Technologies Group made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3223 holding.
  • Morgan Stanley first reported a position in Shoals Technologies Group in Q1 2021 and has held it in 22 quarters since.
  • Morgan Stanley's Shoals Technologies Group position peaked at $41.1M in Q1 2023.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.