SWP
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Stratos Wealth Partners’s Shoals Technologies Group SHLS Stock Holding History

Stratos Wealth Partners’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 		$358K Buy
36,156
+588
+2% +$5.34K ﹤0.01% 1307
2026
Q1 		$234K Buy
35,568
+1,577
+5% +$12.9K ﹤0.01% 1455
2025
Q4 		$289K Buy
33,991
+739
+2% +$6.64K ﹤0.01% 1309
2025
Q3 		$246K Buy
33,252
+9,684
+41% +$59.6K ﹤0.01% 1351
2025
Q2 		$100K Buy
23,568
+255
+1% +$1.11K ﹤0.01% 1385
2025
Q1 		$77.4K Buy
23,313
+3,415
+17% +$14.2K ﹤0.01% 1330
2024
Q4 		$110K Buy
+19,898
New +$101K ﹤0.01% 1398

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

Stratos Wealth Partners's SHLS Position: Q2 2026 in Review

Stratos Wealth Partners increased its Shoals Technologies Group (SHLS) stake by 1.7% in Q2 2026, buying an estimated $5.34K and bringing the position to 36,156 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Stratos Wealth Partners first reported a position in SHLS in Q4 2024 and has held it in 7 quarters since. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Stratos Wealth Partners held 36,156 shares of Shoals Technologies Group worth $358K as of Q2 2026.
  • Stratos Wealth Partners bought 588 Shoals Technologies Group shares in Q2 2026, an estimated $5.34K.
  • Shoals Technologies Group made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1307 holding.
  • Stratos Wealth Partners first reported a position in Shoals Technologies Group in Q4 2024 and has held it in 7 quarters since.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.