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 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	–	2985
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 New York $5.7T 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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