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Coldstream Capital Management’s Shenandoah Telecom SHEN Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-90
Closed -$1.13K – 2973
2025
Q1 		$1.13K Buy
+90
New +$1.06K ﹤0.01% 3157

Other funds holding SHEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return

Coldstream Capital Management's SHEN Position: Q2 2025 in Review

Coldstream Capital Management sold out of Shenandoah Telecom (SHEN) in Q2 2025, closing a stake of 90 shares — an estimated $1.13K sold.

Coldstream Capital Management first reported a position in SHEN in Q1 2025 and held it in 1 quarter. The position peaked at $1.13K in Q1 2025. 164 funds tracked by Wall St. Rank hold SHEN as of Q2 2025.

  • Coldstream Capital Management reported no remaining Shenandoah Telecom position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 90 Shenandoah Telecom shares in Q2 2025, an estimated $1.13K.
  • Coldstream Capital Management first reported a position in Shenandoah Telecom in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Shenandoah Telecom position peaked at $1.13K in Q1 2025.
  • 164 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.