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SummitTX Capital’s Shoals Technologies Group SHLS Stock Holding History

SummitTX Capital’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 		$1.57M Buy
+239,142
New +$1.96M 0.05% 349
2025
Q4 		– Sell
-150,000
Closed -$1.11M – 941
2025
Q3 		$1.11M Buy
+150,000
New +$923K 0.05% 365

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SummitTX Capital's SHLS Position: Q1 2026 in Review

SummitTX Capital opened a new position in Shoals Technologies Group (SHLS) in Q1 2026: 239,142 shares worth $1.57M. The stake represents 0.05% of the portfolio and ranks #349 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in SHLS as recently as Q3 2025.

SummitTX Capital first reported a position in SHLS in Q3 2025 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • SummitTX Capital held 239,142 shares of Shoals Technologies Group worth $1.57M as of Q1 2026.
  • Shoals Technologies Group was a new SummitTX Capital position in Q1 2026.
  • Shoals Technologies Group made up 0.05% of SummitTX Capital's portfolio in Q1 2026, its #349 holding.
  • SummitTX Capital first reported a position in Shoals Technologies Group in Q3 2025 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.