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Defined Financial Planning’s Shenandoah Telecom SHEN Stock Holding History

Defined Financial 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
2025
Q3 		$151K Sell
10,958
-19,849
-64% -$273K 0.13% 64
2025
Q2 		$444K Buy
+30,807
New +$391K 0.39% 33

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return

Defined Financial Planning's SHEN Position: Q3 2025 in Review

Defined Financial Planning reduced its Shenandoah Telecom (SHEN) stake by 64% in Q3 2025, selling an estimated $273K and leaving 10,958 shares worth $151K. The position accounts for 0.13% of the portfolio, ranked #64.

Defined Financial Planning first reported a position in SHEN in Q2 2025 and has held it in 2 quarters since. The position peaked at $444K in Q2 2025. 161 funds tracked by Wall St. Rank hold SHEN as of Q3 2025.

  • Defined Financial Planning held 10,958 shares of Shenandoah Telecom worth $151K as of Q3 2025.
  • Defined Financial Planning sold 19,849 Shenandoah Telecom shares in Q3 2025, an estimated $273K.
  • Shenandoah Telecom made up 0.13% of Defined Financial Planning's portfolio in Q3 2025, its #64 holding.
  • Defined Financial Planning first reported a position in Shenandoah Telecom in Q2 2025 and has held it in 2 quarters since.
  • Defined Financial Planning's Shenandoah Telecom position peaked at $444K in Q2 2025.
  • 161 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.