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Round Rock Advisors’s Shoals Technologies Group SHLS Stock Holding History

Round Rock Advisors’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 		$1.84M Buy
185,927
+22,971
+14% +$209K 0.24% 64
2026
Q1 		$1.07M Buy
162,956
+759
+0.5% +$6.23K 0.16% 98
2025
Q4 		$1.38M Buy
162,197
+106,426
+191% +$956K 0.21% 70
2025
Q3 		$413K Buy
+55,771
New +$343K 0.07% 201

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

Round Rock Advisors's SHLS Position: Q2 2026 in Review

Round Rock Advisors increased its Shoals Technologies Group (SHLS) stake by 14% in Q2 2026, buying an estimated $209K and bringing the position to 185,927 shares worth $1.84M. The position accounts for 0.24% of the portfolio, ranked #64.

Round Rock Advisors first reported a position in SHLS in Q3 2025 and has held it in 4 quarters since. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Round Rock Advisors held 185,927 shares of Shoals Technologies Group worth $1.84M as of Q2 2026.
  • Round Rock Advisors bought 22,971 Shoals Technologies Group shares in Q2 2026, an estimated $209K.
  • Shoals Technologies Group made up 0.24% of Round Rock Advisors's portfolio in Q2 2026, its #64 holding.
  • Round Rock Advisors first reported a position in Shoals Technologies Group in Q3 2025 and has held it in 4 quarters since.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.