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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
Q2 		– Sell
-37
Closed -$243 – 2699
2026
Q1 		$243 Buy
+37
New +$303 ﹤0.01% 3105

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State Street
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T. Rowe Price Investment Management
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Amundi
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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
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Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Root Financial Partners's SHLS Position: Q2 2026 in Review

Root Financial Partners sold out of Shoals Technologies Group (SHLS) in Q2 2026, closing a stake of 37 shares — an estimated $243 sold.

Root Financial Partners first reported a position in SHLS in Q1 2026 and held it in 1 quarter. The position peaked at $243 in Q1 2026. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Root Financial Partners reported no remaining Shoals Technologies Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 37 Shoals Technologies Group shares in Q2 2026, an estimated $243.
  • Root Financial Partners first reported a position in Shoals Technologies Group in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Shoals Technologies Group position peaked at $243 in Q1 2026.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.