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Beacon Investment Advisors’s Shenandoah Telecom SHEN Stock Holding History

Beacon Investment Advisors’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
Q1 		$499K Sell
32,330
-5,016
-13% -$65.6K 0.19% 105
2025
Q4 		$432K Sell
37,346
-775
-2% -$9.17K 0.17% 113
2025
Q3 		$512K Sell
38,121
-1,558
-4% -$21.4K 0.21% 99
2025
Q2 		$543K Hold
39,679
– – 0.23% 95
2025
Q1 		$499K Sell
39,679
-1,020
-3% -$12K 0.24% 98
2024
Q4 		$513K Sell
40,699
-1,238
-3% -$16.6K 0.24% 100
2024
Q3 		$592K Sell
41,937
-1,439
-3% -$23.8K 0.28% 90
2024
Q2 		$708K Sell
43,376
-254
-0.6% -$4.09K 0.36% 76
2024
Q1 		$758K Sell
43,630
-1,271
-3% -$24.6K 0.43% 66
2023
Q4 		$971K Sell
44,901
-4,313
-9% -$96.6K 0.62% 49
2023
Q3 		$1.01M Sell
49,214
-838
-2% -$17.2K 0.72% 48
2023
Q2 		$973K Sell
50,052
-341
-0.7% -$6.68K 0.66% 48
2023
Q1 		$958K Buy
50,393
+265
+0.5% +$4.95K 0.7% 49
2022
Q4 		$796K Buy
+50,128
New +$917K 0.66% 49

Other funds holding SHEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Beacon Investment Advisors's SHEN Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Shenandoah Telecom (SHEN) stake by 13% in Q1 2026, selling an estimated $65.6K and leaving 32,330 shares worth $499K. The position accounts for 0.19% of the portfolio, ranked #105.

Beacon Investment Advisors first reported a position in SHEN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q3 2023. 169 funds tracked by Wall St. Rank hold SHEN as of Q1 2026.

  • Beacon Investment Advisors held 32,330 shares of Shenandoah Telecom worth $499K as of Q1 2026.
  • Beacon Investment Advisors sold 5,016 Shenandoah Telecom shares in Q1 2026, an estimated $65.6K.
  • Shenandoah Telecom made up 0.19% of Beacon Investment Advisors's portfolio in Q1 2026, its #105 holding.
  • Beacon Investment Advisors first reported a position in Shenandoah Telecom in Q4 2022 and has held it in 14 quarters since.
  • Beacon Investment Advisors's Shenandoah Telecom position peaked at $1.01M in Q3 2023.
  • 169 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.