Capital Investment Advisory Services’s Shenandoah Telecom SHEN Stock Holding History

Capital Investment 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	$354K	Sell	23,500 -8,500	-27%	-$134K	0.02%	530
2026 Q1	$493K	Sell	32,000 -9,000	-22%	-$118K	0.04%	394
2025 Q4	$474K	Buy	41,000 +8,000	+24%	+$94.6K	0.03%	391
2025 Q3	$443K	Sell	33,000 -6,000	-15%	-$82.4K	0.04%	391
2025 Q2	$533K	Sell	39,000 -1,000	-3%	-$12.7K	0.04%	330
2025 Q1	$503K	Buy	40,000 +20,000	+100%	+$235K	0.05%	321
2024 Q4	$252K	Buy	+20,000	New	+$269K	0.02%	443
2019 Q4	–	Sell	-100	Closed	-$3K	–	1126
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	1231
2019 Q2	$4K	Buy	+100	New	+$4.15K	﹤0.01%	1188

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 $190M AUM 2.75% 1-Year Est. Return

Capital Investment Advisory Services's SHEN Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Shenandoah Telecom (SHEN) stake by 27% in Q2 2026, selling an estimated $134K and leaving 23,500 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #530.

Capital Investment Advisory Services first reported a position in SHEN in Q2 2019 and has held it in 9 quarters since. The position peaked at $533K in Q2 2025. 184 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

Capital Investment Advisory Services held 23,500 shares of Shenandoah Telecom worth $354K as of Q2 2026.
Capital Investment Advisory Services sold 8,500 Shenandoah Telecom shares in Q2 2026, an estimated $134K.
Shenandoah Telecom made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #530 holding.
Capital Investment Advisory Services first reported a position in Shenandoah Telecom in Q2 2019 and has held it in 9 quarters since.
Capital Investment Advisory Services's Shenandoah Telecom position peaked at $533K in Q2 2025.
184 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.