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

Smartleaf 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 		$18.4K Hold
1,982
– – ﹤0.01% 2061
2026
Q1 		$12.4K Buy
1,982
+180
+10% +$1.48K ﹤0.01% 2210
2025
Q4 		$15.4K Buy
1,802
+1,600
+792% +$14.4K ﹤0.01% 2173
2025
Q3 		$1.51K Buy
202
+84
+71% +$517 ﹤0.01% 2673
2025
Q2 		$558 Buy
+118
New +$513 ﹤0.01% 2568
2025
Q1 		– Sell
-158
Closed -$891 – 2983
2024
Q4 		$891 Sell
158
-118
-43% -$599 ﹤0.01% 2692
2024
Q3 		$1.61K Buy
276
+195
+241% +$1.17K ﹤0.01% 2545
2024
Q2 		$524 Sell
81
-1,501
-95% -$12K ﹤0.01% 2542
2024
Q1 		$18.6K Hold
1,582
– – ﹤0.01% 869
2023
Q4 		$25K Buy
+1,582
New +$23.9K 0.01% 641

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

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

Smartleaf Asset Management held its Shoals Technologies Group (SHLS) position steady in Q2 2026 at 1,982 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

Smartleaf Asset Management first reported a position in SHLS in Q4 2023 and has held it in 10 quarters since. The position peaked at $25K in Q4 2023. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Smartleaf Asset Management held 1,982 shares of Shoals Technologies Group worth $18.4K as of Q2 2026.
  • Smartleaf Asset Management left its Shoals Technologies Group share count unchanged in Q2 2026.
  • Shoals Technologies Group made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2061 holding.
  • Smartleaf Asset Management first reported a position in Shoals Technologies Group in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Shoals Technologies Group position peaked at $25K in Q4 2023.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.