Cornerstone Advisory’s Shenandoah Telecom SHEN Stock Holding History

Cornerstone Advisory’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	$495K	Sell	32,121 -3,180	-9%	-$41.6K	0.05%	154
2025 Q4	$408K	Sell	35,301 -35	-0.1%	-$414	0.04%	168
2025 Q3	$474K	Sell	35,336 -3,210	-8%	-$44.1K	0.05%	153
2025 Q2	$527K	Buy	38,546 +20	+0.1%	+$254	0.06%	144
2025 Q1	$452K	Hold	38,526	–	–	0.05%	147
2024 Q4	$458K	Buy	38,526 +25	+0.1%	+$336	0.05%	147
2024 Q3	$543K	Sell	38,501 -2,650	-6%	-$43.8K	0.07%	124
2024 Q2	$672K	Buy	+41,151	New	+$663K	0.09%	108

Other funds holding SHEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GGH

GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cornerstone Advisory's SHEN Position: Q1 2026 in Review

Cornerstone Advisory reduced its Shenandoah Telecom (SHEN) stake by 9% in Q1 2026, selling an estimated $41.6K and leaving 32,121 shares worth $495K. The position accounts for 0.05% of the portfolio, ranked #154.

Cornerstone Advisory first reported a position in SHEN in Q2 2024 and has held it in 8 quarters since. The position peaked at $672K in Q2 2024. 169 funds tracked by Wall St. Rank hold SHEN as of Q1 2026.

Cornerstone Advisory held 32,121 shares of Shenandoah Telecom worth $495K as of Q1 2026.
Cornerstone Advisory sold 3,180 Shenandoah Telecom shares in Q1 2026, an estimated $41.6K.
Shenandoah Telecom made up 0.05% of Cornerstone Advisory's portfolio in Q1 2026, its #154 holding.
Cornerstone Advisory first reported a position in Shenandoah Telecom in Q2 2024 and has held it in 8 quarters since.
Cornerstone Advisory's Shenandoah Telecom position peaked at $672K in Q2 2024.
169 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2026.

Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.