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O'Shaughnessy Asset Management’s Shoals Technologies Group SHLS Stock Holding History

O'Shaughnessy Asset Management’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
Q4 		– Sell
-10,988
Closed -$81.4K – 2733
2025
Q3 		$81.4K Buy
+10,988
New +$67.6K ﹤0.01% 2131

Other funds holding SHLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

O'Shaughnessy Asset Management's SHLS Position: Q4 2025 in Review

O'Shaughnessy Asset Management sold out of Shoals Technologies Group (SHLS) in Q4 2025, closing a stake of 10,988 shares — an estimated $81.4K sold.

O'Shaughnessy Asset Management first reported a position in SHLS in Q3 2025 and held it in 1 quarter. The position peaked at $81.4K in Q3 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q4 2025.

  • O'Shaughnessy Asset Management reported no remaining Shoals Technologies Group position as of Q4 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 10,988 Shoals Technologies Group shares in Q4 2025, an estimated $81.4K.
  • O'Shaughnessy Asset Management first reported a position in Shoals Technologies Group in Q3 2025 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's Shoals Technologies Group position peaked at $81.4K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.