WHG
SHLS icon

Westwood Holdings Group’s Shoals Technologies Group SHLS Stock Holding History

Westwood Holdings 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
2026
Q2 		$9.17M Buy
926,734
+295,391
+47% +$2.68M 0.07% 253
2026
Q1 		$4.15M Buy
631,343
+389,828
+161% +$3.2M 0.03% 296
2025
Q4 		$2.05M Buy
+241,515
New +$2.17M 0.02% 330
2024
Q1 		– Sell
-289,278
Closed -$4.5M – 492
2023
Q4 		$4.5M Buy
289,278
+236,479
+448% +$3.58M 0.04% 263
2023
Q3 		$964K Sell
52,799
-44,286
-46% -$986K 0.01% 346
2023
Q2 		$2.48M Hold
97,085
– – 0.02% 285
2023
Q1 		$2.21M Buy
+97,085
New +$2.4M 0.02% 293

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

Westwood Holdings Group's SHLS Position: Q2 2026 in Review

Westwood Holdings Group increased its Shoals Technologies Group (SHLS) stake by 47% in Q2 2026, buying an estimated $2.68M and bringing the position to 926,734 shares worth $9.17M. The position accounts for 0.07% of the portfolio, ranked #253.

Westwood Holdings Group first reported a position in SHLS in Q1 2023 and has held it in 7 quarters since. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Westwood Holdings Group held 926,734 shares of Shoals Technologies Group worth $9.17M as of Q2 2026.
  • Westwood Holdings Group bought 295,391 Shoals Technologies Group shares in Q2 2026, an estimated $2.68M.
  • Shoals Technologies Group made up 0.07% of Westwood Holdings Group's portfolio in Q2 2026, its #253 holding.
  • Westwood Holdings Group first reported a position in Shoals Technologies Group in Q1 2023 and has held it in 7 quarters since.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.