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Steward Partners Investment Advisory’s Shoals Technologies Group SHLS Stock Holding History

Steward Partners Investment Advisory’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 		$10 Buy
+1
New +$9 ﹤0.01% 4625
2021
Q3 		– Sell
-200
Closed -$7K – 3312
2021
Q2 		$7K Hold
200
– – ﹤0.01% 6384
2021
Q1 		$6.96K Buy
+200
New +$7.08K ﹤0.01% 2921

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's SHLS Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Shoals Technologies Group (SHLS) in Q2 2026: 1 share worth $10. The stake represents ﹤0.01% of the portfolio and ranks #4625 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in SHLS as recently as Q2 2021.

Steward Partners Investment Advisory first reported a position in SHLS in Q1 2021 and has held it in 3 quarters since. The position peaked at $7K in Q2 2021. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Steward Partners Investment Advisory held 1 share of Shoals Technologies Group worth $10 as of Q2 2026.
  • Shoals Technologies Group was a new Steward Partners Investment Advisory position in Q2 2026.
  • Shoals Technologies Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4625 holding.
  • Steward Partners Investment Advisory first reported a position in Shoals Technologies Group in Q1 2021 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Shoals Technologies Group position peaked at $7K in Q2 2021.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.