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Principal Securities’s Shoals Technologies Group SHLS Stock Holding History

Principal Securities’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
-322
Closed -$2.39K – 3158
2025
Q3 		$2.39K Hold
322
– – ﹤0.01% 3189
2025
Q2 		$1.37K Sell
322
-77
-19% -$335 ﹤0.01% 3260
2025
Q1 		$2.21K Hold
399
– – ﹤0.01% 3025
2024
Q4 		$2.21K Buy
399
+110
+38% +$558 ﹤0.01% 3019
2024
Q3 		$1.62K Buy
289
+130
+82% +$777 ﹤0.01% 3015
2024
Q2 		$992 Sell
159
-40
-20% -$319 ﹤0.01% 3076
2024
Q1 		$2.23K Sell
199
-80
-29% -$1.1K ﹤0.01% 2851
2023
Q4 		$4.34K Buy
+279
New +$4.22K ﹤0.01% 2577

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

Principal Securities's SHLS Position: Q4 2025 in Review

Principal Securities sold out of Shoals Technologies Group (SHLS) in Q4 2025, closing a stake of 322 shares — an estimated $2.39K sold.

Principal Securities first reported a position in SHLS in Q4 2023 and held it in 8 quarters. The position peaked at $4.34K in Q4 2023. 267 funds tracked by Wall St. Rank hold SHLS as of Q4 2025.

  • Principal Securities reported no remaining Shoals Technologies Group position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 322 Shoals Technologies Group shares in Q4 2025, an estimated $2.39K.
  • Principal Securities first reported a position in Shoals Technologies Group in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Shoals Technologies Group position peaked at $4.34K in Q4 2023.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.