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Whittier Trust’s Shoals Technologies Group SHLS Stock Holding History

Whittier Trust’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
-581
Closed -$5.37K – 1422
2025
Q4 		$5.37K Hold
581
– – ﹤0.01% 1218
2025
Q3 		$4.94K Buy
+581
New +$3.58K ﹤0.01% 1229
2024
Q3 		– Sell
-378
Closed -$2.36K – 1576
2024
Q2 		$2.36K Buy
378
+46
+14% +$367 ﹤0.01% 1423
2024
Q1 		$3.71K Hold
332
– – ﹤0.01% 1383
2023
Q4 		$5.16K Sell
332
-298
-47% -$4.51K ﹤0.01% 1327
2023
Q3 		$11.5K Hold
630
– – ﹤0.01% 1232
2023
Q2 		$16.1K Hold
630
– – ﹤0.01% 1169
2023
Q1 		$14.3K Buy
630
+340
+117% +$8.39K ﹤0.01% 1228
2022
Q4 		$7.15K Buy
+290
New +$7K ﹤0.01% 1342

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Whittier Trust's SHLS Position: Q1 2026 in Review

Whittier Trust sold out of Shoals Technologies Group (SHLS) in Q1 2026, closing a stake of 581 shares — an estimated $5.37K sold.

Whittier Trust first reported a position in SHLS in Q4 2022 and held it in 9 quarters. The position peaked at $16.1K in Q2 2023. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • Whittier Trust reported no remaining Shoals Technologies Group position as of Q1 2026 after selling out during the quarter.
  • Whittier Trust sold 581 Shoals Technologies Group shares in Q1 2026, an estimated $5.37K.
  • Whittier Trust first reported a position in Shoals Technologies Group in Q4 2022 and held it in 9 quarters.
  • Whittier Trust's Shoals Technologies Group position peaked at $16.1K in Q2 2023.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.