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Perigon Wealth Management’s Shoals Technologies Group SHLS Stock Holding History

Perigon Wealth 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
2026
Q2 		– Sell
-11,334
Closed -$74.6K – 1486
2026
Q1 		$74.6K Buy
+11,334
New +$93K ﹤0.01% 1274

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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

Perigon Wealth Management's SHLS Position: Q2 2026 in Review

Perigon Wealth Management sold out of Shoals Technologies Group (SHLS) in Q2 2026, closing a stake of 11,334 shares — an estimated $74.6K sold.

Perigon Wealth Management first reported a position in SHLS in Q1 2026 and held it in 1 quarter. The position peaked at $74.6K in Q1 2026. 272 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Perigon Wealth Management reported no remaining Shoals Technologies Group position as of Q2 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 11,334 Shoals Technologies Group shares in Q2 2026, an estimated $74.6K.
  • Perigon Wealth Management first reported a position in Shoals Technologies Group in Q1 2026 and held it in 1 quarter.
  • Perigon Wealth Management's Shoals Technologies Group position peaked at $74.6K in Q1 2026.
  • 272 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.