SVB Wealth’s Shoals Technologies Group SHLS Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-55	Closed	-$183	–	1432
2025 Q1	$183	Buy	+55	New	+$229	﹤0.01%	1476

Other funds holding SHLS

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

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

SVB Wealth's SHLS Position: Q2 2025 in Review

SVB Wealth sold out of Shoals Technologies Group (SHLS) in Q2 2025, closing a stake of 55 shares — an estimated $183 sold.

SVB Wealth first reported a position in SHLS in Q1 2025 and held it in 1 quarter. The position peaked at $183 in Q1 2025. 220 funds tracked by Wall St. Rank hold SHLS as of Q2 2025.

SVB Wealth reported no remaining Shoals Technologies Group position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 55 Shoals Technologies Group shares in Q2 2025, an estimated $183.
SVB Wealth first reported a position in Shoals Technologies Group in Q1 2025 and held it in 1 quarter.
SVB Wealth's Shoals Technologies Group position peaked at $183 in Q1 2025.
220 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.