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

UBS Group’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
2023
Q2 		– Sell
-100,000
Closed -$2.28M – 9558
2023
Q1 		$2.28M Buy
+100,000
New +$2.47M ﹤0.01% 3281

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 Group's SHLS Position: Q2 2026 in Review

UBS Group increased its Shoals Technologies Group (SHLS) stake by 46% in Q2 2026, buying an estimated $7.79M and bringing the position to 2,732,435 shares worth $27.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

UBS Group first reported a position in SHLS in Q1 2021 and has held it in 22 quarters since. The position peaked at $52.2M in Q4 2025. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • UBS Group held 2,732,435 shares of Shoals Technologies Group worth $27.1M as of Q2 2026.
  • UBS Group bought 857,979 Shoals Technologies Group shares in Q2 2026, an estimated $7.79M.
  • Shoals Technologies Group made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2371 holding.
  • UBS Group first reported a position in Shoals Technologies Group in Q1 2021 and has held it in 22 quarters since.
  • UBS Group's Shoals Technologies Group position peaked at $52.2M in Q4 2025.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

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