Wellington Management Group
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Wellington Management Group’s Shoals Technologies Group SHLS Stock Holding History

Wellington Management 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
2025
Q4 		– Sell
-4,234,868
Closed -$31.4M – 2060
2025
Q3 		$31.4M Sell
4,234,868
-13,168,994
-76% -$81M 0.01% 863
2025
Q2 		$74M Sell
17,403,862
-4,212,028
-19% -$18.3M 0.01% 600
2025
Q1 		$71.8M Buy
21,615,890
+7,382,548
+52% +$30.7M 0.01% 589
2024
Q4 		$78.7M Buy
14,233,342
+1,125,938
+9% +$5.72M 0.01% 588
2024
Q3 		$73.5M Buy
13,107,404
+1,666,691
+15% +$9.96M 0.01% 610
2024
Q2 		$71.4M Buy
11,440,713
+460,596
+4% +$3.67M 0.01% 617
2024
Q1 		$123M Sell
10,980,117
-1,930,205
-15% -$26.5M 0.02% 504
2023
Q4 		$201M Buy
12,910,322
+2,864,879
+29% +$43.4M 0.04% 391
2023
Q3 		$183M Buy
10,045,443
+2,764,566
+38% +$61.5M 0.04% 389
2023
Q2 		$186M Buy
7,280,877
+1,337,923
+23% +$30.9M 0.04% 405
2023
Q1 		$135M Buy
5,942,954
+3,663,343
+161% +$90.4M 0.03% 470
2022
Q4 		$56.2M Buy
+2,279,611
New +$55M 0.01% 656
2022
Q3 		– Sell
-349,511
Closed -$5.76M – 2140
2022
Q2 		$5.76M Buy
+349,511
New +$5.16M ﹤0.01% 1272
2021
Q4 		– Sell
-39,442
Closed -$1.1M – 2287
2021
Q3 		$1.1M Buy
39,442
+4,793
+14% +$149K ﹤0.01% 1781
2021
Q2 		$1.23M Buy
+34,649
New +$1.05M ﹤0.01% 1759

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Wellington Management Group's SHLS Position: Q4 2025 in Review

Wellington Management Group sold out of Shoals Technologies Group (SHLS) in Q4 2025, closing a stake of 4,234,868 shares — an estimated $31.4M sold.

Wellington Management Group first reported a position in SHLS in Q2 2021 and held it in 15 quarters. The position peaked at $201M in Q4 2023. 267 funds tracked by Wall St. Rank hold SHLS as of Q4 2025.

  • Wellington Management Group reported no remaining Shoals Technologies Group position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 4,234,868 Shoals Technologies Group shares in Q4 2025, an estimated $31.4M.
  • Wellington Management Group first reported a position in Shoals Technologies Group in Q2 2021 and held it in 15 quarters.
  • Wellington Management Group's Shoals Technologies Group position peaked at $201M in Q4 2023.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.