UFF
SHLS icon

USA Financial Formulas’s Shoals Technologies Group SHLS Stock Holding History

USA Financial Formulas’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
-5,807
Closed -$49.4K – 513
2025
Q4 		$49.4K Buy
+5,807
New +$52.2K 0.01% 234

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

USA Financial Formulas's SHLS Position: Q1 2026 in Review

USA Financial Formulas sold out of Shoals Technologies Group (SHLS) in Q1 2026, closing a stake of 5,807 shares — an estimated $49.4K sold.

USA Financial Formulas first reported a position in SHLS in Q4 2025 and held it in 1 quarter. The position peaked at $49.4K in Q4 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • USA Financial Formulas reported no remaining Shoals Technologies Group position as of Q1 2026 after selling out during the quarter.
  • USA Financial Formulas sold 5,807 Shoals Technologies Group shares in Q1 2026, an estimated $49.4K.
  • USA Financial Formulas first reported a position in Shoals Technologies Group in Q4 2025 and held it in 1 quarter.
  • USA Financial Formulas's Shoals Technologies Group position peaked at $49.4K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.