SSG
SHLS icon

Summit Securities Group’s Shoals Technologies Group SHLS Stock Holding History

Summit Securities Group’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 		$49.1K Buy
4,955
+3,677
+288% +$33.4K ﹤0.01% 588
2026
Q1 		$8.41K Buy
+1,278
New +$10.5K ﹤0.01% 698
2025
Q3 		– Sell
-8,659
Closed -$36.8K – 1317
2025
Q2 		$36.8K Buy
+8,659
New +$37.6K 0.01% 583
2025
Q1 		– Sell
-3,834
Closed -$21.2K – 1071
2024
Q4 		$21.2K Buy
3,834
+3,478
+977% +$17.7K ﹤0.01% 383
2024
Q3 		$2K Buy
+356
New +$2.13K ﹤0.01% 492
2023
Q3 		– Sell
-1
Closed – – 969
2023
Q2 		$0 Buy
+1
New +$23 ﹤0.01% 1071

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

Summit Securities Group's SHLS Position: Q2 2026 in Review

Summit Securities Group increased its Shoals Technologies Group (SHLS) stake by 288% in Q2 2026, buying an estimated $33.4K and bringing the position to 4,955 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Summit Securities Group first reported a position in SHLS in Q2 2023 and has held it in 6 quarters since. 272 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Summit Securities Group held 4,955 shares of Shoals Technologies Group worth $49.1K as of Q2 2026.
  • Summit Securities Group bought 3,677 Shoals Technologies Group shares in Q2 2026, an estimated $33.4K.
  • Shoals Technologies Group made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #588 holding.
  • Summit Securities Group first reported a position in Shoals Technologies Group in Q2 2023 and has held it in 6 quarters since.
  • 272 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.