Creative Planning
SHEN icon

Creative Planning’s Shenandoah Telecom SHEN Stock Holding History

Creative Planning’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 		$848K Sell
54,994
-13,787
-20% -$180K ﹤0.01% 2589
2025
Q4 		$795K Sell
68,781
-7,463
-10% -$88.3K ﹤0.01% 2471
2025
Q3 		$1.02M Buy
76,244
+5,735
+8% +$78.8K ﹤0.01% 2095
2025
Q2 		$963K Buy
70,509
+10,176
+17% +$129K ﹤0.01% 1882
2025
Q1 		$758K Sell
60,333
-7,428
-11% -$87.3K ﹤0.01% 1947
2024
Q4 		$854K Buy
67,761
+368
+0.5% +$4.95K ﹤0.01% 1762
2024
Q3 		$951K Sell
67,393
-2,473
-4% -$40.8K ﹤0.01% 1554
2024
Q2 		$1.14M Buy
69,866
+70
+0.1% +$1.13K ﹤0.01% 1314
2024
Q1 		$1.21M Sell
69,796
-404
-0.6% -$7.83K ﹤0.01% 1212
2023
Q4 		$1.52M Sell
70,200
-571
-0.8% -$12.8K ﹤0.01% 1035
2023
Q3 		$1.46M Sell
70,771
-109
-0.2% -$2.23K ﹤0.01% 995
2023
Q2 		$1.38M Sell
70,880
-17,896
-20% -$351K ﹤0.01% 977
2023
Q1 		$1.69M Sell
88,776
-58
-0.1% -$1.08K ﹤0.01% 850
2022
Q4 		$1.41M Buy
88,834
+2,192
+3% +$40.1K ﹤0.01% 872
2022
Q3 		$1.48M Buy
86,642
+54
+0.1% +$1.15K ﹤0.01% 799
2022
Q2 		$1.92M Hold
86,588
– – ﹤0.01% 729
2022
Q1 		$2.04M Sell
86,588
-830
-0.9% -$18.7K ﹤0.01% 719
2021
Q4 		$2.23M Hold
87,418
– – ﹤0.01% 657
2021
Q3 		$2.76M Hold
87,418
– – ﹤0.01% 582
2021
Q2 		$4.24M Sell
87,418
-16,102
-16% -$797K 0.01% 452
2021
Q1 		$5.05M Buy
103,520
+1,168
+1% +$53.5K 0.01% 415
2020
Q4 		$4.43M Sell
102,352
-1,675
-2% -$75.2K 0.01% 407
2020
Q3 		$4.62M Sell
104,027
-16,541
-14% -$843K 0.01% 325
2020
Q2 		$5.94M Sell
120,568
-2,100
-2% -$107K 0.02% 262
2020
Q1 		$6.04M Hold
122,668
– – 0.02% 229
2019
Q4 		$5.1M Sell
122,668
-15,001
-11% -$531K 0.02% 293
2019
Q3 		$4.37M Hold
137,669
– – 0.01% 308
2019
Q2 		$5.3M Hold
137,669
– – 0.02% 275
2019
Q1 		$6.11M Buy
137,669
+5,175
+4% +$243K 0.02% 241
2018
Q4 		$5.86M Sell
132,494
-209
-0.2% -$8.92K 0.02% 214
2018
Q3 		$5.14M Buy
132,703
+15,066
+13% +$537K 0.02% 264
2018
Q2 		$3.85M Buy
117,637
+101,535
+631% +$3.47M 0.02% 321
2018
Q1 		$580K Hold
16,102
– – ﹤0.01% 1010
2017
Q4 		$544K Sell
16,102
-704
-4% -$25.9K ﹤0.01% 1026
2017
Q3 		$625K Buy
16,806
+704
+4% +$23.9K ﹤0.01% 943
2017
Q2 		$494K Hold
16,102
– – ﹤0.01% 1015
2017
Q1 		$452K Hold
16,102
– – ﹤0.01% 1036
2016
Q4 		$440K Buy
16,102
+14,822
+1,158% +$398K ﹤0.01% 987
2016
Q3 		$35K Buy
+1,280
New +$41.1K ﹤0.01% 2639

Other funds holding SHEN

BlackRock
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
EC
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Planning's SHEN Position: Q1 2026 in Review

Creative Planning reduced its Shenandoah Telecom (SHEN) stake by 20% in Q1 2026, selling an estimated $180K and leaving 54,994 shares worth $848K. The position accounts for ﹤0.01% of the portfolio, ranked #2589.

Creative Planning first reported a position in SHEN in Q3 2016 and has held it in 39 quarters since. The position peaked at $6.11M in Q1 2019. 169 funds tracked by Wall St. Rank hold SHEN as of Q1 2026.

  • Creative Planning held 54,994 shares of Shenandoah Telecom worth $848K as of Q1 2026.
  • Creative Planning sold 13,787 Shenandoah Telecom shares in Q1 2026, an estimated $180K.
  • Shenandoah Telecom made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2589 holding.
  • Creative Planning first reported a position in Shenandoah Telecom in Q3 2016 and has held it in 39 quarters since.
  • Creative Planning's Shenandoah Telecom position peaked at $6.11M in Q1 2019.
  • 169 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.