Wealth Enhancement Advisory Services
SHLS icon

Wealth Enhancement Advisory Services’s Shoals Technologies Group SHLS Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$637K Buy
63,570
+24,316
+62% +$221K ﹤0.01% 2462
2026
Q1 		$268K Buy
39,254
+11,938
+44% +$97.9K ﹤0.01% 2880
2025
Q4 		$252K Sell
27,316
-118
-0.4% -$1.06K ﹤0.01% 3074
2025
Q3 		$234K Sell
27,434
-553
-2% -$3.4K ﹤0.01% 2990
2025
Q2 		$167K Buy
27,987
+8,307
+42% +$36.1K ﹤0.01% 3036
2025
Q1 		$65.3K Buy
+19,680
New +$81.8K ﹤0.01% 2826

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

Wealth Enhancement Advisory Services's SHLS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Shoals Technologies Group (SHLS) stake by 62% in Q2 2026, buying an estimated $221K and bringing the position to 63,570 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Wealth Enhancement Advisory Services first reported a position in SHLS in Q1 2025 and has held it in 6 quarters since. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 63,570 shares of Shoals Technologies Group worth $637K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 24,316 Shoals Technologies Group shares in Q2 2026, an estimated $221K.
  • Shoals Technologies Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2462 holding.
  • Wealth Enhancement Advisory Services first reported a position in Shoals Technologies Group in Q1 2025 and has held it in 6 quarters since.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.