Simplex Trading
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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
2026
Q1 		$2.91M Buy
+441,700
New +$3.62M ﹤0.01% 1524
2025
Q4 		– Sell
-615,800
Closed -$4.56M – 9920
2025
Q3 		$4.56M Buy
615,800
+577,100
+1,491% +$3.55M ﹤0.01% 1548
2025
Q2 		$164K Sell
38,700
-37,500
-49% -$163K ﹤0.01% 4721
2025
Q1 		$252K Sell
76,200
-117,100
-61% -$487K ﹤0.01% 4087
2024
Q4 		$1.07M Buy
193,300
+37,100
+24% +$188K ﹤0.01% 2766
2024
Q3 		$876K Buy
156,200
+46,700
+43% +$279K ﹤0.01% 3043
2024
Q2 		$683K Buy
109,500
+17,400
+19% +$139K ﹤0.01% 3328
2024
Q1 		$1.03M Buy
92,100
+10,000
+12% +$138K ﹤0.01% 3085
2023
Q4 		$1.27M Buy
82,100
+48,900
+147% +$740K ﹤0.01% 2785
2023
Q3 		$605K Sell
33,200
-22,000
-40% -$490K ﹤0.01% 3203
2023
Q2 		$1.41M Buy
55,200
+17,200
+45% +$398K ﹤0.01% 2260
2023
Q1 		$866K Buy
38,000
+34,700
+1,052% +$856K ﹤0.01% 2721
2022
Q4 		$81K Sell
3,300
-20,600
-86% -$497K ﹤0.01% 5329
2022
Q3 		$515K Buy
23,900
+9,100
+61% +$203K ﹤0.01% 3435
2022
Q2 		$243K Sell
14,800
-58,900
-80% -$870K ﹤0.01% 4374
2022
Q1 		$1.25M Buy
73,700
+65,800
+833% +$1.14M ﹤0.01% 2630
2021
Q4 		$191K Sell
7,900
-42,200
-84% -$1.21M ﹤0.01% 5271
2021
Q3 		$1.77M Hold
50,100
– – ﹤0.01% 2318
2021
Q2 		$1.78M Buy
50,100
+49,839
+19,095% +$1.5M ﹤0.01% 2319
2021
Q1 		$907K Buy
+261
New +$9.25K ﹤0.01% 2522

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

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.