Toth Financial Advisory’s Shoals Technologies Group SHLS Stock Holding History

Toth Financial Advisory’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 Q3	$1.62K	Hold	200	–	–	﹤0.01%	830
2026 Q2	$1.98K	Buy	+200	New	+$1.82K	﹤0.01%	751
2025 Q2	–	Sell	-500	Closed	-$1.66K	–	792
2025 Q1	$1.66K	Hold	500	–	–	﹤0.01%	618
2024 Q4	$2.76K	Hold	500	–	–	﹤0.01%	551
2024 Q3	$2.8K	Hold	500	–	–	﹤0.01%	562
2024 Q2	$3.12K	Hold	500	–	–	﹤0.01%	563
2024 Q1	$5.59K	Hold	500	–	–	﹤0.01%	517
2023 Q4	$7.77K	Hold	500	–	–	﹤0.01%	477
2023 Q3	$9.12K	Buy	+500	New	+$11.1K	﹤0.01%	453
2022 Q1	–	Sell	-35	Closed	-$1K	–	791
2021 Q4	$1K	Buy	+35	New	+$1.01K	﹤0.01%	716

Other funds holding SHLS

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Trium Capital London, United Kingdom $79.4M AUM 36.67% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Toth Financial Advisory's SHLS Position: Q3 2026 in Review

Toth Financial Advisory held its Shoals Technologies Group (SHLS) position steady in Q3 2026 at 200 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Toth Financial Advisory first reported a position in SHLS in Q4 2021 and has held it in 10 quarters since. The position peaked at $9.12K in Q3 2023. 28 funds tracked by Wall St. Rank hold SHLS as of Q3 2026.

Toth Financial Advisory held 200 shares of Shoals Technologies Group worth $1.62K as of Q3 2026.
Toth Financial Advisory left its Shoals Technologies Group share count unchanged in Q3 2026.
Shoals Technologies Group made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #830 holding.
Toth Financial Advisory first reported a position in Shoals Technologies Group in Q4 2021 and has held it in 10 quarters since.
Toth Financial Advisory's Shoals Technologies Group position peaked at $9.12K in Q3 2023.
28 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.