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
-8,274
Closed -$910K – 2059
2025
Q3 		$910K Buy
+8,274
New +$50.9K ﹤0.01% 1795

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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.