Carson Wealth (CWM LLC)
SHEN icon

Carson Wealth (CWM LLC)’s Shenandoah Telecom SHEN Stock Holding History

Carson Wealth (CWM 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
Q1 		$1.13M Buy
73,382
+119
+0.2% +$1.56K ﹤0.01% 1474
2025
Q4 		$847K Sell
73,263
-212
-0.3% -$2.51K ﹤0.01% 1597
2025
Q3 		$986K Buy
73,475
+58
+0.1% +$797 ﹤0.01% 1418
2025
Q2 		$1M Buy
73,417
+86
+0.1% +$1.09K ﹤0.01% 1239
2025
Q1 		$922K Buy
73,331
+2,480
+4% +$29.2K ﹤0.01% 1175
2024
Q4 		$893K Sell
70,851
-468
-0.7% -$6.29K ﹤0.01% 1142
2024
Q3 		$1.01M Sell
71,319
-1,071
-1% -$17.7K ﹤0.01% 1026
2024
Q2 		$1.18M Buy
72,390
+2,121
+3% +$34.2K 0.01% 818
2024
Q1 		$1.22M Buy
70,269
+1,570
+2% +$30.4K 0.01% 785
2023
Q4 		$1.49M Sell
68,699
-3,868
-5% -$86.6K 0.01% 654
2023
Q3 		$1.5M Sell
72,567
-15,745
-18% -$322K 0.01% 615
2023
Q2 		$1.72M Buy
88,312
+3,394
+4% +$66.5K 0.01% 553
2023
Q1 		$1.61M Buy
84,918
+5,658
+7% +$106K 0.01% 521
2022
Q4 		$1.26M Buy
79,260
+2,287
+3% +$41.8K 0.01% 547
2022
Q3 		$1.31M Sell
76,973
-13,283
-15% -$283K 0.01% 490
2022
Q2 		$2M Buy
90,256
+41,862
+87% +$946K 0.02% 411
2022
Q1 		$1.14M Buy
48,394
+45,424
+1,529% +$1.03M 0.01% 533
2021
Q4 		$76K Buy
+2,970
New +$83.4K ﹤0.01% 1414

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 $2.03B AUM 7.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $226B AUM 44.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SHEN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Shenandoah Telecom (SHEN) stake by 0.16% in Q1 2026, buying an estimated $1.56K and bringing the position to 73,382 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Carson Wealth (CWM LLC) first reported a position in SHEN in Q4 2021 and has held it in 18 quarters since. The position peaked at $2M in Q2 2022. 169 funds tracked by Wall St. Rank hold SHEN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 73,382 shares of Shenandoah Telecom worth $1.13M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 119 Shenandoah Telecom shares in Q1 2026, an estimated $1.56K.
  • Shenandoah Telecom made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1474 holding.
  • Carson Wealth (CWM LLC) first reported a position in Shenandoah Telecom in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Shenandoah Telecom position peaked at $2M in Q2 2022.
  • 169 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.