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 		$207K Buy
+31,500
New +$258K ﹤0.01% 4254
2025
Q4 		– Sell
-22,000
Closed -$163K – 9921
2025
Q3 		$163K Sell
22,000
-2,400
-10% -$14.8K ﹤0.01% 5183
2025
Q2 		$103K Buy
24,400
+3,200
+15% +$13.9K ﹤0.01% 5211
2025
Q1 		$70K Buy
21,200
+3,700
+21% +$15.4K ﹤0.01% 5448
2024
Q4 		$96K Sell
17,500
-72,500
-81% -$368K ﹤0.01% 5211
2024
Q3 		$504K Sell
90,000
-198,800
-69% -$1.19M ﹤0.01% 3582
2024
Q2 		$1.8M Buy
288,800
+186,400
+182% +$1.49M ﹤0.01% 2303
2024
Q1 		$1.14M Sell
102,400
-15,300
-13% -$210K ﹤0.01% 2973
2023
Q4 		$1.83M Buy
117,700
+74,300
+171% +$1.12M ﹤0.01% 2441
2023
Q3 		$792K Sell
43,400
-8,800
-17% -$196K ﹤0.01% 2905
2023
Q2 		$1.33M Sell
52,200
-10,200
-16% -$236K ﹤0.01% 2324
2023
Q1 		$1.42M Buy
62,400
+25,300
+68% +$624K ﹤0.01% 2247
2022
Q4 		$915K Sell
37,100
-33,600
-48% -$811K ﹤0.01% 2548
2022
Q3 		$1.52M Buy
70,700
+52,600
+291% +$1.18M ﹤0.01% 2216
2022
Q2 		$298K Buy
18,100
+12,400
+218% +$183K ﹤0.01% 4111
2022
Q1 		$97K Sell
5,700
-300
-5% -$5.2K ﹤0.01% 6197
2021
Q4 		$145K Sell
6,000
-13,800
-70% -$397K ﹤0.01% 5652
2021
Q3 		$697K Hold
19,800
– – ﹤0.01% 3607
2021
Q2 		$702K Buy
19,800
+19,728
+27,400% +$595K ﹤0.01% 3646
2021
Q1 		$250K Buy
+72
New +$2.55K ﹤0.01% 4401

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.