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Clearstead Trust’s Shenandoah Telecom SHEN Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-24
Closed -$323 – 1455
2025
Q3 		$323 Hold
24
– – ﹤0.01% 1446
2025
Q2 		$328 Buy
+24
New +$305 ﹤0.01% 1409

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Clearstead Trust's SHEN Position: Q4 2025 in Review

Clearstead Trust sold out of Shenandoah Telecom (SHEN) in Q4 2025, closing a stake of 24 shares — an estimated $323 sold.

Clearstead Trust first reported a position in SHEN in Q2 2025 and held it in 2 quarters. The position peaked at $328 in Q2 2025. 159 funds tracked by Wall St. Rank hold SHEN as of Q4 2025.

  • Clearstead Trust reported no remaining Shenandoah Telecom position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 24 Shenandoah Telecom shares in Q4 2025, an estimated $323.
  • Clearstead Trust first reported a position in Shenandoah Telecom in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Shenandoah Telecom position peaked at $328 in Q2 2025.
  • 159 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.