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AE Wealth Management’s Shenandoah Telecom SHEN Stock Holding History

AE Wealth Management’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 		$159K Buy
+10,560
New +$166K ﹤0.01% 1782
2024
Q2 		– Sell
-13,356
Closed -$232K – 1274
2024
Q1 		$232K Sell
13,356
-3,129
-19% -$60.6K ﹤0.01% 1046
2023
Q4 		$344K Buy
+16,485
New +$369K ﹤0.01% 1639

Other funds holding SHEN

BlackRock
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
EC
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return

AE Wealth Management's SHEN Position: Q2 2026 in Review

AE Wealth Management opened a new position in Shenandoah Telecom (SHEN) in Q2 2026: 10,560 shares worth $159K. The stake represents ﹤0.01% of the portfolio and ranks #1782 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in SHEN as recently as Q1 2024.

AE Wealth Management first reported a position in SHEN in Q4 2023 and has held it in 3 quarters since. The position peaked at $344K in Q4 2023. 184 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

  • AE Wealth Management held 10,560 shares of Shenandoah Telecom worth $159K as of Q2 2026.
  • Shenandoah Telecom was a new AE Wealth Management position in Q2 2026.
  • Shenandoah Telecom made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1782 holding.
  • AE Wealth Management first reported a position in Shenandoah Telecom in Q4 2023 and has held it in 3 quarters since.
  • AE Wealth Management's Shenandoah Telecom position peaked at $344K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.