Sterling Capital Management
SHLS icon

Sterling Capital Management’s Shoals Technologies Group SHLS Stock Holding History

Sterling Capital 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
Q3 		$44.4K Buy
5,482
+4,704
+605% +$39.6K ﹤0.01% 1816
2026
Q2 		$7.7K Sell
778
-4,075
-84% -$37K ﹤0.01% 2369
2026
Q1 		$31.9K Sell
4,853
-3,460
-42% -$28.4K ﹤0.01% 1818
2025
Q4 		$70.7K Sell
8,313
-1,527
-16% -$13.7K ﹤0.01% 1665
2025
Q3 		$72.9K Buy
9,840
+5,963
+154% +$36.7K ﹤0.01% 1632
2025
Q2 		$16.5K Buy
3,877
+3,702
+2,115% +$16.1K ﹤0.01% 1858
2025
Q1 		$581 Hold
175
– – ﹤0.01% 2941
2024
Q4 		$968 Hold
175
– – ﹤0.01% 2947
2024
Q3 		$982 Buy
+175
New +$1.05K ﹤0.01% 2537

Other funds holding SHLS

Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Green Alpha Advisors
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
Trium Capital
Trium Capital London, United Kingdom $79.4M AUM 36.67% 1-Year Est. Return

Sterling Capital Management's SHLS Position: Q3 2026 in Review

Sterling Capital Management increased its Shoals Technologies Group (SHLS) stake by 605% in Q3 2026, buying an estimated $39.6K and bringing the position to 5,482 shares worth $44.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Sterling Capital Management first reported a position in SHLS in Q3 2024 and has held it in 9 quarters since. The position peaked at $72.9K in Q3 2025. 32 funds tracked by Wall St. Rank hold SHLS as of Q3 2026.

  • Sterling Capital Management held 5,482 shares of Shoals Technologies Group worth $44.4K as of Q3 2026.
  • Sterling Capital Management bought 4,704 Shoals Technologies Group shares in Q3 2026, an estimated $39.6K.
  • Shoals Technologies Group made up ﹤0.01% of Sterling Capital Management's portfolio in Q3 2026, its #1816 holding.
  • Sterling Capital Management first reported a position in Shoals Technologies Group in Q3 2024 and has held it in 9 quarters since.
  • Sterling Capital Management's Shoals Technologies Group position peaked at $72.9K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2026.

Based on Sterling Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.