SAG
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SageView Advisory Group’s Shoals Technologies Group SHLS Stock Holding History

SageView Advisory Group’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 		– Sell
-32
Closed -$272 – 2106
2025
Q4 		$272 Buy
+32
New +$287 ﹤0.01% 2498

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

SageView Advisory Group's SHLS Position: Q1 2026 in Review

SageView Advisory Group sold out of Shoals Technologies Group (SHLS) in Q1 2026, closing a stake of 32 shares — an estimated $272 sold.

SageView Advisory Group first reported a position in SHLS in Q4 2025 and held it in 1 quarter. The position peaked at $272 in Q4 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • SageView Advisory Group reported no remaining Shoals Technologies Group position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 32 Shoals Technologies Group shares in Q1 2026, an estimated $272.
  • SageView Advisory Group first reported a position in Shoals Technologies Group in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Shoals Technologies Group position peaked at $272 in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.