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Pinnacle Wealth Planning Services’s Shoals Technologies Group SHLS Stock Holding History

Pinnacle Wealth Planning Services’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 		$92.8K Buy
9,377
+2,384
+34% +$21.6K 0.01% 915
2026
Q1 		$46K Sell
6,993
-91
-1% -$746 ﹤0.01% 1251
2025
Q4 		$60.2K Buy
+7,084
New +$63.6K 0.01% 1074

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

Pinnacle Wealth Planning Services's SHLS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Shoals Technologies Group (SHLS) stake by 34% in Q2 2026, buying an estimated $21.6K and bringing the position to 9,377 shares worth $92.8K. The position accounts for 0.01% of the portfolio, ranked #915.

Pinnacle Wealth Planning Services first reported a position in SHLS in Q4 2025 and has held it in 3 quarters since. 272 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 9,377 shares of Shoals Technologies Group worth $92.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2,384 Shoals Technologies Group shares in Q2 2026, an estimated $21.6K.
  • Shoals Technologies Group made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #915 holding.
  • Pinnacle Wealth Planning Services first reported a position in Shoals Technologies Group in Q4 2025 and has held it in 3 quarters since.
  • 272 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.