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NewEdge Advisors’s Shoals Technologies Group SHLS Stock Holding History

NewEdge 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
Q2 		$14.8K Buy
+1,500
New +$13.6K ﹤0.01% 3439
2023
Q3 		– Sell
-245
Closed -$6.26K – 3636
2023
Q2 		$6.26K Buy
245
+195
+390% +$4.51K ﹤0.01% 2740
2023
Q1 		$1.14K Buy
+50
New +$1.23K ﹤0.01% 3136

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

NewEdge Advisors's SHLS Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Shoals Technologies Group (SHLS) in Q2 2026: 1,500 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #3439 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in SHLS as recently as Q2 2023.

NewEdge Advisors first reported a position in SHLS in Q1 2023 and has held it in 3 quarters since. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • NewEdge Advisors held 1,500 shares of Shoals Technologies Group worth $14.8K as of Q2 2026.
  • Shoals Technologies Group was a new NewEdge Advisors position in Q2 2026.
  • Shoals Technologies Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3439 holding.
  • NewEdge Advisors first reported a position in Shoals Technologies Group in Q1 2023 and has held it in 3 quarters since.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.