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

Stansberry 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 		$5.53M Buy
558,849
+472,481
+547% +$4.29M 0.51% 72
2026
Q1 		$568K Buy
86,368
+9,508
+12% +$78K 0.06% 119
2025
Q4 		$653K Sell
76,860
-7,270
-9% -$65.3K 0.07% 117
2025
Q3 		$623K Buy
84,130
+19,932
+31% +$123K 0.07% 121
2025
Q2 		$273K Sell
64,198
-3,842
-6% -$16.7K 0.03% 138
2025
Q1 		$226K Sell
68,040
-6,106
-8% -$25.4K 0.03% 126
2024
Q4 		$410K Sell
74,146
-7,419
-9% -$37.7K 0.05% 115
2024
Q3 		$458K Sell
81,565
-5,596
-6% -$33.5K 0.06% 112
2024
Q2 		$544K Sell
87,161
-4,352
-5% -$34.7K 0.07% 111
2024
Q1 		$1.02M Sell
91,513
-8,719
-9% -$120K 0.14% 102
2023
Q4 		$1.56M Sell
100,232
-30,155
-23% -$456K 0.26% 82
2023
Q3 		$2.38M Buy
130,387
+17,462
+15% +$389K 0.42% 69
2023
Q2 		$2.89M Buy
112,925
+42,733
+61% +$988K 0.53% 62
2023
Q1 		$1.6M Buy
70,192
+827
+1% +$20.4K 0.31% 70
2022
Q4 		$1.71M Sell
69,365
-12,629
-15% -$305K 0.35% 55
2022
Q3 		$1.77M Sell
81,994
-23,303
-22% -$521K 0.38% 51
2022
Q2 		$1.74M Buy
+105,297
New +$1.55M 0.37% 53

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

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

Stansberry Asset Management increased its Shoals Technologies Group (SHLS) stake by 547% in Q2 2026, buying an estimated $4.29M and bringing the position to 558,849 shares worth $5.53M. The position accounts for 0.51% of the portfolio, ranked #72.

Stansberry Asset Management first reported a position in SHLS in Q2 2022 and has held it in 17 quarters since. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Stansberry Asset Management held 558,849 shares of Shoals Technologies Group worth $5.53M as of Q2 2026.
  • Stansberry Asset Management bought 472,481 Shoals Technologies Group shares in Q2 2026, an estimated $4.29M.
  • Shoals Technologies Group made up 0.51% of Stansberry Asset Management's portfolio in Q2 2026, its #72 holding.
  • Stansberry Asset Management first reported a position in Shoals Technologies Group in Q2 2022 and has held it in 17 quarters since.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Stansberry Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.