SWM
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SHP Wealth Management’s Shoals Technologies Group SHLS Stock Holding History

SHP Wealth Management’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
-30
Closed -$255 – 1900
2025
Q4 		$255 Buy
+30
New +$270 ﹤0.01% 1450

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VCM
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
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VPM
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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

SHP Wealth Management's SHLS Position: Q1 2026 in Review

SHP Wealth Management sold out of Shoals Technologies Group (SHLS) in Q1 2026, closing a stake of 30 shares — an estimated $255 sold.

SHP Wealth Management first reported a position in SHLS in Q4 2025 and held it in 1 quarter. The position peaked at $255 in Q4 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • SHP Wealth Management reported no remaining Shoals Technologies Group position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 30 Shoals Technologies Group shares in Q1 2026, an estimated $255.
  • SHP Wealth Management first reported a position in Shoals Technologies Group in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Shoals Technologies Group position peaked at $255 in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.