Cerity Partners
SHEN icon

Cerity Partners’s Shenandoah Telecom SHEN Stock Holding History

Cerity Partners’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 		$9.76M Buy
647,035
+3,237
+0.5% +$51K 0.01% 783
2026
Q1 		$9.93M Buy
643,798
+626
+0.1% +$8.19K 0.01% 694
2025
Q4 		$7.44M Buy
643,172
+13,273
+2% +$157K 0.01% 770
2025
Q3 		$8.45M Sell
629,899
-1,255
-0.2% -$17.2K 0.01% 650
2025
Q2 		$8.62M Buy
631,154
+57
+0% +$723 0.02% 590
2025
Q1 		$7.93M Buy
631,097
+176
+0% +$2.07K 0.02% 574
2024
Q4 		$7.96M Sell
630,921
-808
-0.1% -$10.9K 0.02% 567
2024
Q3 		$8.91M Buy
631,729
+324
+0.1% +$5.35K 0.02% 516
2024
Q2 		$10.3M Sell
631,405
-558
-0.1% -$8.99K 0.03% 413
2024
Q1 		$11M Buy
631,963
+1,756
+0.3% +$34K 0.03% 433
2023
Q4 		$13.6M Sell
630,207
-68,204
-10% -$1.53M 0.04% 318
2023
Q3 		$14.4M Sell
698,411
-698,928
-50% -$14.3M 0.07% 242
2023
Q2 		$27.2M Buy
1,397,339
+26
+0% +$510 0.11% 188
2023
Q1 		$26.1M Buy
1,397,313
+243
+0% +$4.54K 0.06% 207
2022
Q4 		$22.2M Buy
+1,397,070
New +$25.6M 0.14% 149

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 $3.37T AUM 44.26% 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 $218M AUM 0.39% 1-Year Est. Return

Cerity Partners's SHEN Position: Q2 2026 in Review

Cerity Partners increased its Shenandoah Telecom (SHEN) stake by 0.5% in Q2 2026, buying an estimated $51K and bringing the position to 647,035 shares worth $9.76M. The position accounts for 0.01% of the portfolio, ranked #783.

Cerity Partners first reported a position in SHEN in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.2M in Q2 2023. 185 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

  • Cerity Partners held 647,035 shares of Shenandoah Telecom worth $9.76M as of Q2 2026.
  • Cerity Partners bought 3,237 Shenandoah Telecom shares in Q2 2026, an estimated $51K.
  • Shenandoah Telecom made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #783 holding.
  • Cerity Partners first reported a position in Shenandoah Telecom in Q4 2022 and has held it in 15 quarters since.
  • Cerity Partners's Shenandoah Telecom position peaked at $27.2M in Q2 2023.
  • 185 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.