MassMutual Private Wealth & Trust, FSB SHLS β€” Shoals Technologies Group Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  Β·  7 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Shoals Technologies Group Inc (SHLS) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows SHLS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHLS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Shoals Technologies Group Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SHLS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held SHLS β€” position size vs. price
% of Fund (quarterly)    SHLS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 243 β€” 0% 0.00% $2K 2026-07-02 $9.95
2026 Q1 UNCHANGED β€” β€” β€” 243 β€” 0% 0.00% $2K 2026-04-13 $6.67
2025 Q4 UNCHANGED β€” β€” β€” 243 β€” 0% 0.00% $2K 2026-01-07 $8.84
2025 Q3 UNCHANGED β€” β€” β€” 243 β€” 0% 0.00% $2K 2025-10-22 $9.94
2025 Q2 ADDED β€” β€” β€” 243 +66 +37.3% 0.00% $1K 2025-07-09 $5.74
2024 Q4 UNCHANGED β€” β€” β€” 177 β€” 0% 0.00% $979 2025-01-16 $4.67
2024 Q3 INITIATED β€” β€” β€” 177 β€” β€” 0.00% $993 2024-10-02 $5.13

🏒 Other funds also holding SHLS

As of 2026 Q2 β€” sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and SHLS

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning SHLS?

MassMutual Private Wealth & Trust, FSB reported SHLS across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported SHLS position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for SHLS was 0.00% in 2026 Q2.

What is the latest reported SHLS position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 243 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this SHLS ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly SHLS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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