UBS AM
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UBS AM’s Shoals Technologies Group SHLS Stock Holding History

UBS AM’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 		$3.09M Sell
312,016
-32,703
-9% -$297K ﹤0.01% 1866
2026
Q1 		$2.27M Buy
344,719
+3,679
+1% +$30.2K ﹤0.01% 1981
2025
Q4 		$2.9M Sell
341,040
-14,897
-4% -$134K ﹤0.01% 1729
2025
Q3 		$2.64M Sell
355,937
-196,307
-36% -$1.21M ﹤0.01% 1636
2025
Q2 		$2.35M Buy
552,244
+34,737
+7% +$151K ﹤0.01% 2077
2025
Q1 		$1.72M Buy
517,507
+38,983
+8% +$162K ﹤0.01% 2063
2024
Q4 		$2.65M Buy
478,524
+56,176
+13% +$285K ﹤0.01% 1907
2024
Q3 		$2.37M Sell
422,348
-376,566
-47% -$2.25M ﹤0.01% 1956
2024
Q2 		$4.99M Buy
798,914
+300,339
+60% +$2.4M ﹤0.01% 1490
2024
Q1 		$5.57M Sell
498,575
-115,108
-19% -$1.58M ﹤0.01% 1206
2023
Q4 		$9.54M Sell
613,683
-946,982
-61% -$14.3M ﹤0.01% 1002
2023
Q3 		$28.5M Sell
1,560,665
-3,743,357
-71% -$83.3M 0.01% 686
2023
Q2 		$121M Hold
5,304,022
– – 0.06% 347
2023
Q1 		$121M Sell
5,304,022
-426,492
-7% -$10.5M 0.06% 347
2022
Q4 		$141M Buy
5,730,514
+2,057,249
+56% +$49.7M 0.07% 304
2022
Q3 		$79.2M Sell
3,673,265
-329,286
-8% -$7.36M 0.04% 432
2022
Q2 		$66M Sell
4,002,551
-1,947,886
-33% -$28.8M 0.03% 483
2022
Q1 		$101M Buy
5,950,437
+1,518,692
+34% +$26.3M 0.04% 427
2021
Q4 		$108M Buy
4,431,745
+564,043
+15% +$16.2M 0.04% 447
2021
Q3 		$108M Buy
3,867,702
+658,948
+21% +$20.5M 0.04% 409
2021
Q2 		$114M Buy
+3,208,754
New +$96.8M 0.05% 401

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

UBS AM's SHLS Position: Q2 2026 in Review

UBS AM reduced its Shoals Technologies Group (SHLS) stake by 9.5% in Q2 2026, selling an estimated $297K and leaving 312,016 shares worth $3.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1866.

UBS AM first reported a position in SHLS in Q2 2021 and has held it in 21 quarters since. The position peaked at $141M in Q4 2022. 272 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • UBS AM held 312,016 shares of Shoals Technologies Group worth $3.09M as of Q2 2026.
  • UBS AM sold 32,703 Shoals Technologies Group shares in Q2 2026, an estimated $297K.
  • Shoals Technologies Group made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1866 holding.
  • UBS AM first reported a position in Shoals Technologies Group in Q2 2021 and has held it in 21 quarters since.
  • UBS AM's Shoals Technologies Group position peaked at $141M in Q4 2022.
  • 272 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.