Cornerstone Advisory
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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
Q3 		$268K Sell
23,862
-4,284
-15% -$52.8K 0.02% 242
2026
Q2 		$424K Sell
28,146
-3,975
-12% -$62.6K 0.04% 181
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cooper Investors
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natural Investments
Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

Cornerstone Advisory's SHEN Position: Q3 2026 in Review

Cornerstone Advisory reduced its Shenandoah Telecom (SHEN) stake by 15% in Q3 2026, selling an estimated $52.8K and leaving 23,862 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #242.

Cornerstone Advisory first reported a position in SHEN in Q2 2024 and has held it in 10 quarters since. The position peaked at $672K in Q2 2024. 60 funds tracked by Wall St. Rank hold SHEN as of Q3 2026.

  • Cornerstone Advisory held 23,862 shares of Shenandoah Telecom worth $268K as of Q3 2026.
  • Cornerstone Advisory sold 4,284 Shenandoah Telecom shares in Q3 2026, an estimated $52.8K.
  • Shenandoah Telecom made up 0.02% of Cornerstone Advisory's portfolio in Q3 2026, its #242 holding.
  • Cornerstone Advisory first reported a position in Shenandoah Telecom in Q2 2024 and has held it in 10 quarters since.
  • Cornerstone Advisory's Shenandoah Telecom position peaked at $672K in Q2 2024.
  • 60 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.