Rockefeller Capital Management
SHLS icon

Rockefeller Capital Management’s Shoals Technologies Group SHLS Stock Holding History

Rockefeller Capital 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 		$5.82K Buy
588
+440
+297% +$4K ﹤0.01% 4200
2026
Q1 		$974 Sell
148
-763
-84% -$6.26K ﹤0.01% 4489
2025
Q4 		$7.74K Buy
911
+874
+2,362% +$7.85K ﹤0.01% 3918
2025
Q3 		$274 Buy
+37
New +$228 ﹤0.01% 4334
2024
Q4 		– Sell
-149,510
Closed -$839K – 1720
2024
Q3 		$839K Sell
149,510
-5,965
-4% -$35.7K ﹤0.01% 1283
2024
Q2 		$970K Buy
155,475
+37,720
+32% +$301K ﹤0.01% 1211
2024
Q1 		$1.32M Buy
+117,755
New +$1.62M ﹤0.01% 1163
2023
Q3 		– Sell
-4,165
Closed -$106K – 1778
2023
Q2 		$106K Buy
+4,165
New +$96.3K ﹤0.01% 1774
2023
Q1 		– Sell
-5,115
Closed -$126K – 3589
2022
Q4 		$126K Buy
5,115
+2,885
+129% +$69.7K ﹤0.01% 1905
2022
Q3 		$48K Hold
2,230
– – ﹤0.01% 2372
2022
Q2 		$36K Sell
2,230
-44
-2% -$650 ﹤0.01% 2436
2022
Q1 		$38K Buy
2,274
+17
+0.8% +$294 ﹤0.01% 2431
2021
Q4 		$54K Buy
2,257
+12
+0.5% +$345 ﹤0.01% 2186
2021
Q3 		$62K Buy
2,245
+1,900
+551% +$59K ﹤0.01% 2046
2021
Q2 		$12K Buy
+345
New +$10.4K ﹤0.01% 2718

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

Rockefeller Capital Management's SHLS Position: Q2 2026 in Review

Rockefeller Capital Management increased its Shoals Technologies Group (SHLS) stake by 297% in Q2 2026, buying an estimated $4K and bringing the position to 588 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #4200.

Rockefeller Capital Management first reported a position in SHLS in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.32M in Q1 2024. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Rockefeller Capital Management held 588 shares of Shoals Technologies Group worth $5.82K as of Q2 2026.
  • Rockefeller Capital Management bought 440 Shoals Technologies Group shares in Q2 2026, an estimated $4K.
  • Shoals Technologies Group made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4200 holding.
  • Rockefeller Capital Management first reported a position in Shoals Technologies Group in Q2 2021 and has held it in 15 quarters since.
  • Rockefeller Capital Management's Shoals Technologies Group position peaked at $1.32M in Q1 2024.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.