Acorn Financial Advisory Services’s Shenandoah Telecom SHEN Stock Holding History

Acorn Financial Advisory Services’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 Q2	$629K	Hold	41,686	–	–	0.08%	114
2026 Q1	$643K	Hold	41,686	–	–	0.09%	105
2025 Q4	$482K	Hold	41,686	–	–	0.07%	120
2025 Q3	$559K	Hold	41,686	–	–	0.09%	110
2025 Q2	$569K	Hold	41,686	–	–	0.09%	106
2025 Q1	$524K	Hold	41,686	–	–	0.09%	105
2024 Q4	$526K	Hold	41,686	–	–	0.09%	111
2024 Q3	$588K	Hold	41,686	–	–	0.1%	92
2024 Q2	$681K	Hold	41,686	–	–	0.13%	85
2024 Q1	$724K	Sell	41,686 -1,534	-4%	-$29.7K	0.14%	81
2023 Q4	$934K	Hold	43,220	–	–	0.16%	94
2023 Q3	$891K	Buy	43,220 +600	+1%	+$12.3K	0.16%	94
2023 Q2	$828K	Buy	42,620 +934	+2%	+$18.3K	0.15%	101
2023 Q1	$793K	Hold	41,686	–	–	0.15%	95
2022 Q4	$662K	Sell	41,686 -934	-2%	-$17.1K	0.14%	98
2022 Q3	$725K	Buy	42,620 +934	+2%	+$19.9K	0.17%	90
2022 Q2	$925K	Sell	41,686 -934	-2%	-$21.1K	0.22%	68
2022 Q1	$1M	Buy	42,620 +934	+2%	+$21.1K	0.2%	79
2021 Q4	$1.06M	Sell	41,686 -934	-2%	-$26.2K	0.21%	76
2021 Q3	$1.34M	Hold	42,620	–	–	0.42%	64
2021 Q2	$2.07M	Hold	42,620	–	–	0.61%	36
2021 Q1	$2.08M	Buy	42,620 +20,268	+91%	+$928K	0.76%	26
2020 Q4	$966K	Buy	22,352 +934	+4%	+$41.9K	0.38%	79
2020 Q3	$952K	Sell	21,418 -934	-4%	-$47.6K	0.5%	56
2020 Q2	$1.1M	Hold	22,352	–	–	0.77%	37
2020 Q1	$1.1M	Buy	22,352 +934	+4%	+$41.5K	1.09%	17
2019 Q4	$891K	Buy	+21,418	New	+$758K	0.75%	44

Other funds holding SHEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GGH

GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Acorn Financial Advisory Services's SHEN Position: Q2 2026 in Review

Acorn Financial Advisory Services held its Shenandoah Telecom (SHEN) position steady in Q2 2026 at 41,686 shares worth $629K. The position accounts for 0.08% of the portfolio, ranked #114.

Acorn Financial Advisory Services first reported a position in SHEN in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.08M in Q1 2021. 184 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

Acorn Financial Advisory Services held 41,686 shares of Shenandoah Telecom worth $629K as of Q2 2026.
Acorn Financial Advisory Services left its Shenandoah Telecom share count unchanged in Q2 2026.
Shenandoah Telecom made up 0.08% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #114 holding.
Acorn Financial Advisory Services first reported a position in Shenandoah Telecom in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's Shenandoah Telecom position peaked at $2.08M in Q1 2021.
184 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.