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Valley National Advisers’s Shoals Technologies Group SHLS Stock Holding History

Valley National Advisers’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
-2,200
Closed -$18K – 934
2025
Q4 		$18K Buy
+2,200
New +$19.8K ﹤0.01% 521
2023
Q4 		– Sell
-30
Closed -$1K – 1268
2023
Q3 		$1K Buy
+30
New +$668 ﹤0.01% 1007

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 $3.38T AUM 44.17% 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

Valley National Advisers's SHLS Position: Q1 2026 in Review

Valley National Advisers sold out of Shoals Technologies Group (SHLS) in Q1 2026, closing a stake of 2,200 shares — an estimated $18K sold.

Valley National Advisers first reported a position in SHLS in Q3 2023 and held it in 2 quarters. The position peaked at $18K in Q4 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • Valley National Advisers reported no remaining Shoals Technologies Group position as of Q1 2026 after selling out during the quarter.
  • Valley National Advisers sold 2,200 Shoals Technologies Group shares in Q1 2026, an estimated $18K.
  • Valley National Advisers first reported a position in Shoals Technologies Group in Q3 2023 and held it in 2 quarters.
  • Valley National Advisers's Shoals Technologies Group position peaked at $18K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.