Covestor
SHEN icon

Covestor’s Shenandoah Telecom SHEN Stock Holding History

Covestor’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 		$0 Buy
31
+14
+82% +$172 ﹤0.01% 2787
2026
Q2 		$0 Sell
17
-16
-48% -$252 ﹤0.01% 2806
2026
Q1 		$1K Buy
33
+8
+32% +$105 ﹤0.01% 2142
2025
Q4 		$0 Buy
25
+10
+67% +$118 ﹤0.01% 2689
2025
Q3 		$0 Buy
15
+10
+200% +$137 ﹤0.01% 2717
2025
Q2 		$0 Sell
5
-57
-92% -$723 ﹤0.01% 2695
2025
Q1 		$1K Buy
62
+15
+32% +$176 ﹤0.01% 2094
2024
Q4 		$1K Buy
47
+34
+262% +$457 ﹤0.01% 2127
2024
Q3 		$0 Sell
13
-16
-55% -$264 ﹤0.01% 2705
2024
Q2 		$0 Buy
29
+18
+164% +$290 ﹤0.01% 2700
2024
Q1 		$0 Buy
11
+5
+83% +$97 ﹤0.01% 2682
2023
Q4 		$0 Hold
6
– – ﹤0.01% 2657
2023
Q3 		$0 Sell
6
-1
-14% -$20 ﹤0.01% 2649
2023
Q2 		$0 Sell
7
-9
-56% -$176 ﹤0.01% 2592
2023
Q1 		$0 Sell
16
-4
-20% -$75 ﹤0.01% 2521
2022
Q4 		$0 Sell
20
-1
-5% -$18 ﹤0.01% 2540
2022
Q3 		$0 Buy
21
+12
+133% +$256 ﹤0.01% 2530
2022
Q2 		$0 Sell
9
-174
-95% -$3.93K ﹤0.01% 2320
2022
Q1 		$4K Buy
183
+72
+65% +$1.62K ﹤0.01% 1557
2021
Q4 		$3K Buy
+111
New +$3.12K ﹤0.01% 1493

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
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Cooper Investors
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Covestor's SHEN Position: Q3 2026 in Review

Covestor increased its Shenandoah Telecom (SHEN) stake by 82% in Q3 2026, buying an estimated $172 and bringing the position to 31 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2787.

Covestor first reported a position in SHEN in Q4 2021 and has held it in 20 quarters since. The position peaked at $4K in Q1 2022. 79 funds tracked by Wall St. Rank hold SHEN as of Q3 2026.

  • Covestor held 31 shares of Shenandoah Telecom worth $0 as of Q3 2026.
  • Covestor bought 14 Shenandoah Telecom shares in Q3 2026, an estimated $172.
  • Shenandoah Telecom made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2787 holding.
  • Covestor first reported a position in Shenandoah Telecom in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Shenandoah Telecom position peaked at $4K in Q1 2022.
  • 79 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.