Raymond James Financial
SHLS icon

Raymond James Financial’s Shoals Technologies Group SHLS Stock Holding History

Raymond James Financial’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 		$203K Buy
20,489
+4,306
+27% +$39.1K ﹤0.01% 5040
2026
Q1 		$106K Sell
16,183
-1,306,632
-99% -$10.7M ﹤0.01% 5022
2025
Q4 		$11.3M Buy
+1,322,815
New +$11.9M ﹤0.01% 1853
2025
Q3 		– Sell
-28,862
Closed -$123K – 6462
2025
Q2 		$123K Buy
+28,862
New +$125K ﹤0.01% 4758

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 $3.38T AUM 44.17% 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

Raymond James Financial's SHLS Position: Q2 2026 in Review

Raymond James Financial increased its Shoals Technologies Group (SHLS) stake by 27% in Q2 2026, buying an estimated $39.1K and bringing the position to 20,489 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #5040.

Raymond James Financial first reported a position in SHLS in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.3M in Q4 2025. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Raymond James Financial held 20,489 shares of Shoals Technologies Group worth $203K as of Q2 2026.
  • Raymond James Financial bought 4,306 Shoals Technologies Group shares in Q2 2026, an estimated $39.1K.
  • Shoals Technologies Group made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5040 holding.
  • Raymond James Financial first reported a position in Shoals Technologies Group in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's Shoals Technologies Group position peaked at $11.3M in Q4 2025.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.