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Mount Yale Investment Advisors’s Shoals Technologies Group SHLS Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-391
Closed -$1.66K – 1438
2025
Q2 		$1.66K Buy
+391
New +$1.7K ﹤0.01% 1354

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Mount Yale Investment Advisors's SHLS Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Shoals Technologies Group (SHLS) in Q3 2025, closing a stake of 391 shares — an estimated $1.66K sold.

Mount Yale Investment Advisors first reported a position in SHLS in Q2 2025 and held it in 1 quarter. The position peaked at $1.66K in Q2 2025. 238 funds tracked by Wall St. Rank hold SHLS as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Shoals Technologies Group position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 391 Shoals Technologies Group shares in Q3 2025, an estimated $1.66K.
  • Mount Yale Investment Advisors first reported a position in Shoals Technologies Group in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Shoals Technologies Group position peaked at $1.66K in Q2 2025.
  • 238 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.