Swan Capital’s Shoals Technologies Group SHLS Stock Holding History

Swan 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	–	Sell	-65	Closed	-$553	–	606
2025 Q4	$553	Buy	+65	New	+$584	﹤0.01%	446

Other funds holding SHLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Swan Capital's SHLS Position: Q1 2026 in Review

Swan Capital sold out of Shoals Technologies Group (SHLS) in Q1 2026, closing a stake of 65 shares — an estimated $553 sold.

Swan Capital first reported a position in SHLS in Q4 2025 and held it in 1 quarter. The position peaked at $553 in Q4 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

Swan Capital reported no remaining Shoals Technologies Group position as of Q1 2026 after selling out during the quarter.
Swan Capital sold 65 Shoals Technologies Group shares in Q1 2026, an estimated $553.
Swan Capital first reported a position in Shoals Technologies Group in Q4 2025 and held it in 1 quarter.
Swan Capital's Shoals Technologies Group position peaked at $553 in Q4 2025.
267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.