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Silvercrest Asset Management’s Shoals Technologies Group SHLS Stock Holding History

Silvercrest Asset 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
Q2 		$11.1M Buy
+1,123,547
New +$10.2M 0.07% 333
2023
Q4 		– Sell
-337,019
Closed -$6.15M – 871
2023
Q3 		$6.15M Buy
337,019
+43,975
+15% +$979K 0.05% 320
2023
Q2 		$7.49M Buy
293,044
+91,916
+46% +$2.13M 0.05% 292
2023
Q1 		$4.58M Sell
201,128
-52,030
-21% -$1.28M 0.03% 365
2022
Q4 		$6.25M Buy
+253,158
New +$6.11M 0.05% 301

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

Silvercrest Asset Management's SHLS Position: Q2 2026 in Review

Silvercrest Asset Management opened a new position in Shoals Technologies Group (SHLS) in Q2 2026: 1,123,547 shares worth $11.1M. The stake represents 0.07% of the portfolio and ranks #333 among its holdings. This is a return to the name: Silvercrest Asset Management previously reported a position in SHLS as recently as Q3 2023.

Silvercrest Asset Management first reported a position in SHLS in Q4 2022 and has held it in 5 quarters since. 272 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Silvercrest Asset Management held 1,123,547 shares of Shoals Technologies Group worth $11.1M as of Q2 2026.
  • Shoals Technologies Group was a new Silvercrest Asset Management position in Q2 2026.
  • Shoals Technologies Group made up 0.07% of Silvercrest Asset Management's portfolio in Q2 2026, its #333 holding.
  • Silvercrest Asset Management first reported a position in Shoals Technologies Group in Q4 2022 and has held it in 5 quarters since.
  • 272 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.