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Root Financial Partners’s Shoals Technologies Group SHLS Stock Holding History

Root Financial Partners’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
Q1 		$243 Buy
+37
New +$303 ﹤0.01% 3105

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Root Financial Partners's SHLS Position: Q1 2026 in Review

Root Financial Partners opened a new position in Shoals Technologies Group (SHLS) in Q1 2026: 37 shares worth $243. The stake represents ﹤0.01% of the portfolio and ranks #3105 among its holdings.

267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • Root Financial Partners held 37 shares of Shoals Technologies Group worth $243 as of Q1 2026.
  • Shoals Technologies Group was a new Root Financial Partners position in Q1 2026.
  • Shoals Technologies Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3105 holding.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.