UBS AM
SHLS icon

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
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 $5.7T 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 $653B AUM 32.41% 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