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Twin Peaks Wealth Advisors’s Shoals Technologies Group SHLS Stock Holding History

Twin Peaks Wealth Advisors’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 		$2.26K Buy
+344
New +$2.82K ﹤0.01% 1670
2025
Q3 		– Sell
-107
Closed -$494 – 1770
2025
Q2 		$494 Buy
+107
New +$465 ﹤0.01% 1916

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Twin Peaks Wealth Advisors's SHLS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Shoals Technologies Group (SHLS) in Q1 2026: 344 shares worth $2.26K. The stake represents ﹤0.01% of the portfolio and ranks #1670 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SHLS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SHLS in Q2 2025 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 344 shares of Shoals Technologies Group worth $2.26K as of Q1 2026.
  • Shoals Technologies Group was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Shoals Technologies Group made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1670 holding.
  • Twin Peaks Wealth Advisors first reported a position in Shoals Technologies Group in Q2 2025 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.