Mutual Advisors’s Shoals Technologies Group SHLS Stock Holding History

Mutual 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
2026 Q1	–	Sell	-12,709	Closed	-$108K	–	1387
2025 Q4	$108K	Buy	+12,709	New	+$114K	﹤0.01%	1273

Other funds holding SHLS

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Mutual Advisors's SHLS Position: Q1 2026 in Review

Mutual Advisors sold out of Shoals Technologies Group (SHLS) in Q1 2026, closing a stake of 12,709 shares — an estimated $108K sold.

Mutual Advisors first reported a position in SHLS in Q4 2025 and held it in 1 quarter. The position peaked at $108K in Q4 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

Mutual Advisors reported no remaining Shoals Technologies Group position as of Q1 2026 after selling out during the quarter.
Mutual Advisors sold 12,709 Shoals Technologies Group shares in Q1 2026, an estimated $108K.
Mutual Advisors first reported a position in Shoals Technologies Group in Q4 2025 and held it in 1 quarter.
Mutual Advisors's Shoals Technologies Group position peaked at $108K in Q4 2025.
267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.