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Rothschild Investment LLC’s Shoals Technologies Group SHLS Stock Holding History

Rothschild Investment LLC’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 		$6.41K Buy
647
+116
+22% +$1.05K ﹤0.01% 2140
2026
Q1 		$3.49K Buy
531
+44
+9% +$361 ﹤0.01% 2250
2025
Q4 		$4.14K Buy
487
+2
+0.4% +$18 ﹤0.01% 1985
2025
Q3 		$3.59K Hold
485
– – ﹤0.01% 1869
2025
Q2 		$2.06K Buy
485
+230
+90% +$999 ﹤0.01% 2056
2025
Q1 		$847 Buy
255
+175
+219% +$728 ﹤0.01% 2427
2024
Q4 		$442 Sell
80
-195
-71% -$990 ﹤0.01% 2581
2024
Q3 		$1.54K Buy
275
+190
+224% +$1.14K ﹤0.01% 1874
2024
Q2 		$530 Buy
85
+65
+325% +$519 ﹤0.01% 1977
2024
Q1 		$224 Sell
20
-80
-80% -$1.1K ﹤0.01% 1699
2023
Q4 		$1.55K Buy
+100
New +$1.51K ﹤0.01% 1166

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

Rothschild Investment LLC's SHLS Position: Q2 2026 in Review

Rothschild Investment LLC increased its Shoals Technologies Group (SHLS) stake by 22% in Q2 2026, buying an estimated $1.05K and bringing the position to 647 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Rothschild Investment LLC first reported a position in SHLS in Q4 2023 and has held it in 11 quarters since. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Rothschild Investment LLC held 647 shares of Shoals Technologies Group worth $6.41K as of Q2 2026.
  • Rothschild Investment LLC bought 116 Shoals Technologies Group shares in Q2 2026, an estimated $1.05K.
  • Shoals Technologies Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2140 holding.
  • Rothschild Investment LLC first reported a position in Shoals Technologies Group in Q4 2023 and has held it in 11 quarters since.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.