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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Summit Securities Group's SHLS Position: Q1 2026 in Review

Summit Securities Group opened a new position in Shoals Technologies Group (SHLS) in Q1 2026: 1,278 shares worth $8.41K. The stake represents ﹤0.01% of the portfolio and ranks #698 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in SHLS as recently as Q2 2025.

Summit Securities Group first reported a position in SHLS in Q2 2023 and has held it in 5 quarters since. The position peaked at $36.8K in Q2 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

Summit Securities Group held 1,278 shares of Shoals Technologies Group worth $8.41K as of Q1 2026.
Shoals Technologies Group was a new Summit Securities Group position in Q1 2026.
Shoals Technologies Group made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #698 holding.
Summit Securities Group first reported a position in Shoals Technologies Group in Q2 2023 and has held it in 5 quarters since.
Summit Securities Group's Shoals Technologies Group position peaked at $36.8K in Q2 2025.
267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.