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Union Bancaire Privee’s Shoals Technologies Group SHLS Stock Holding History

Union Bancaire Privee’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 		– Sell
-85,640
Closed -$662K – 530
2025
Q4 		$662K Buy
85,640
+60,158
+236% +$540K 0.01% 340
2025
Q3 		$77.8K Buy
+25,482
New +$157K ﹤0.01% 412
2025
Q1 		– Sell
-1,478
Closed -$7.88K – 562
2024
Q4 		$7.88K Buy
+1,478
New +$7.5K ﹤0.01% 544

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Union Bancaire Privee's SHLS Position: Q1 2026 in Review

Union Bancaire Privee sold out of Shoals Technologies Group (SHLS) in Q1 2026, closing a stake of 85,640 shares — an estimated $662K sold.

Union Bancaire Privee first reported a position in SHLS in Q4 2024 and held it in 3 quarters. The position peaked at $662K in Q4 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • Union Bancaire Privee reported no remaining Shoals Technologies Group position as of Q1 2026 after selling out during the quarter.
  • Union Bancaire Privee sold 85,640 Shoals Technologies Group shares in Q1 2026, an estimated $662K.
  • Union Bancaire Privee first reported a position in Shoals Technologies Group in Q4 2024 and held it in 3 quarters.
  • Union Bancaire Privee's Shoals Technologies Group position peaked at $662K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on Union Bancaire Privee's 13F filing for Q1 2026, filed 22 Apr 2026.