Superior Planning, LLC’s Shenandoah Telecom SHEN Stock Holding History

Superior Planning, LLC’s Portfolio SHEN Stock Details SHEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$90	Buy	+8	New	+$99	﹤0.01%	2093

Other funds holding SHEN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's SHEN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Shenandoah Telecom (SHEN) in Q3 2026: 8 shares worth $90. The stake represents ﹤0.01% of the portfolio and ranks #2093 among its holdings.

98 funds tracked by Wall St. Rank hold SHEN as of Q3 2026.

Superior Planning, LLC held 8 shares of Shenandoah Telecom worth $90 as of Q3 2026.
Shenandoah Telecom was a new Superior Planning, LLC position in Q3 2026.
Shenandoah Telecom made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2093 holding.
98 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.