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 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	$2.77K	Hold	500	–	–	﹤0.01%	551
2024 Q3	$2.81K	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	$9.13K	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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Toth Financial Advisory's SHLS Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in Shoals Technologies Group (SHLS) in Q2 2026: 200 shares worth $1.98K. The stake represents ﹤0.01% of the portfolio and ranks #751 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in SHLS as recently as Q1 2025.

Toth Financial Advisory first reported a position in SHLS in Q4 2021 and has held it in 9 quarters since. The position peaked at $9.13K in Q3 2023. 21 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

Toth Financial Advisory held 200 shares of Shoals Technologies Group worth $1.98K as of Q2 2026.
Shoals Technologies Group was a new Toth Financial Advisory position in Q2 2026.
Shoals Technologies Group made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #751 holding.
Toth Financial Advisory first reported a position in Shoals Technologies Group in Q4 2021 and has held it in 9 quarters since.
Toth Financial Advisory's Shoals Technologies Group position peaked at $9.13K in Q3 2023.
21 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.