R Squared’s Shoals Technologies Group SHLS Stock Holding History

R Squared’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 Q1	–	Sell	-1,850	Closed	-$10.2K	–	1298
2024 Q4	$10.2K	Buy	+1,850	New	+$9.39K	0.01%	1145

Other funds holding SHLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

R Squared's SHLS Position: Q1 2025 in Review

R Squared sold out of Shoals Technologies Group (SHLS) in Q1 2025, closing a stake of 1,850 shares — an estimated $10.2K sold.

R Squared first reported a position in SHLS in Q4 2024 and held it in 1 quarter. The position peaked at $10.2K in Q4 2024. 219 funds tracked by Wall St. Rank hold SHLS as of Q1 2025.

R Squared reported no remaining Shoals Technologies Group position as of Q1 2025 after selling out during the quarter.
R Squared sold 1,850 Shoals Technologies Group shares in Q1 2025, an estimated $10.2K.
R Squared first reported a position in Shoals Technologies Group in Q4 2024 and held it in 1 quarter.
R Squared's Shoals Technologies Group position peaked at $10.2K in Q4 2024.
219 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.