Simplex Trading’s Shoals Technologies Group SHLS Stock Holding History

Simplex Trading’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
2025 Q3	–	Sell	-45,360	Closed	-$279K	–	9963
2025 Q2	$192K	Buy	45,360 +33,059	+269%	+$144K	﹤0.01%	4550
2025 Q1	$40K	Sell	12,301 -34,080	-73%	-$142K	﹤0.01%	6015
2024 Q4	$256K	Sell	46,381 -18,730	-29%	-$95.1K	﹤0.01%	4244
2024 Q3	$365K	Sell	65,111 -51,410	-44%	-$307K	﹤0.01%	3926
2024 Q2	$727K	Buy	116,521 +69,050	+145%	+$551K	﹤0.01%	3253
2024 Q1	$530K	Sell	47,471 -27,404	-37%	-$377K	﹤0.01%	3805
2023 Q4	$1.16M	Buy	+74,875	New	+$1.13M	﹤0.01%	2868
2023 Q2	–	Sell	-796	Closed	-$18.4K	–	9848
2023 Q1	$18K	Sell	796 -24,612	-97%	-$607K	﹤0.01%	7025
2022 Q4	$626K	Buy	+25,408	New	+$613K	﹤0.01%	2943
2022 Q3	–	Sell	-8,278	Closed	-$185K	–	10787
2022 Q2	$136K	Buy	+8,278	New	+$122K	﹤0.01%	5141
2022 Q1	–	Sell	-1,516	Closed	-$26.3K	–	11296
2021 Q4	$36K	Buy	+1,516	New	+$43.6K	﹤0.01%	7675

Other funds holding SHLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Simplex Trading's SHLS Position: Q3 2025 in Review

Simplex Trading sold out of Shoals Technologies Group (SHLS) in Q3 2025, closing a stake of 45,360 shares — an estimated $279K sold.

Simplex Trading first reported a position in SHLS in Q4 2021 and held it in 11 quarters. The position peaked at $1.16M in Q4 2023. 238 funds tracked by Wall St. Rank hold SHLS as of Q3 2025.

Simplex Trading reported no remaining Shoals Technologies Group position as of Q3 2025 after selling out during the quarter.
Simplex Trading sold 45,360 Shoals Technologies Group shares in Q3 2025, an estimated $279K.
Simplex Trading first reported a position in Shoals Technologies Group in Q4 2021 and held it in 11 quarters.
Simplex Trading's Shoals Technologies Group position peaked at $1.16M in Q4 2023.
238 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.