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 $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

UBS Group's SHLS Position: Q1 2026 in Review

UBS Group reduced its Shoals Technologies Group (SHLS) stake by 69% in Q1 2026, selling an estimated $35M and leaving 1,874,456 shares worth $12.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3119.

UBS Group first reported a position in SHLS in Q1 2021 and has held it in 21 quarters since. The position peaked at $52.2M in Q4 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • UBS Group held 1,874,456 shares of Shoals Technologies Group worth $12.3M as of Q1 2026.
  • UBS Group sold 4,266,087 Shoals Technologies Group shares in Q1 2026, an estimated $35M.
  • Shoals Technologies Group made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3119 holding.
  • UBS Group first reported a position in Shoals Technologies Group in Q1 2021 and has held it in 21 quarters since.
  • UBS Group's Shoals Technologies Group position peaked at $52.2M in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.