TWD
SHLS icon

True Wealth Design’s Shoals Technologies Group SHLS Stock Holding History

True Wealth Design’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 		$387 Buy
39
+14
+56% +$127 ﹤0.01% 2291
2026
Q1 		$165 Hold
25
– – ﹤0.01% 2371
2025
Q4 		$213 Hold
25
– – ﹤0.01% 2216
2025
Q3 		$186 Hold
25
– – ﹤0.01% 2317
2025
Q2 		$107 Hold
25
– – ﹤0.01% 2226
2025
Q1 		$83 Buy
+25
New +$104 ﹤0.01% 2260

Other funds holding SHLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

True Wealth Design's SHLS Position: Q2 2026 in Review

True Wealth Design increased its Shoals Technologies Group (SHLS) stake by 56% in Q2 2026, buying an estimated $127 and bringing the position to 39 shares worth $387. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

True Wealth Design first reported a position in SHLS in Q1 2025 and has held it in 6 quarters since. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • True Wealth Design held 39 shares of Shoals Technologies Group worth $387 as of Q2 2026.
  • True Wealth Design bought 14 Shoals Technologies Group shares in Q2 2026, an estimated $127.
  • Shoals Technologies Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2291 holding.
  • True Wealth Design first reported a position in Shoals Technologies Group in Q1 2025 and has held it in 6 quarters since.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.