Envestnet Asset Management
SHEN icon

Envestnet Asset Management’s Shenandoah Telecom SHEN Stock Holding History

Envestnet Asset Management’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
Q2 		– Sell
-50,574
Closed -$636K – 4541
2025
Q1 		$636K Hold
50,574
– – ﹤0.01% 3474
2024
Q4 		$638K Hold
50,574
– – ﹤0.01% 3444
2024
Q3 		$714K Hold
50,574
– – ﹤0.01% 3314
2024
Q2 		$826K Hold
50,574
– – ﹤0.01% 3151
2024
Q1 		$878K Buy
+50,574
New +$980K ﹤0.01% 3115

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return

Envestnet Asset Management's SHEN Position: Q2 2025 in Review

Envestnet Asset Management sold out of Shenandoah Telecom (SHEN) in Q2 2025, closing a stake of 50,574 shares — an estimated $636K sold.

Envestnet Asset Management first reported a position in SHEN in Q1 2024 and held it in 5 quarters. The position peaked at $878K in Q1 2024. 164 funds tracked by Wall St. Rank hold SHEN as of Q2 2025.

  • Envestnet Asset Management reported no remaining Shenandoah Telecom position as of Q2 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 50,574 Shenandoah Telecom shares in Q2 2025, an estimated $636K.
  • Envestnet Asset Management first reported a position in Shenandoah Telecom in Q1 2024 and held it in 5 quarters.
  • Envestnet Asset Management's Shenandoah Telecom position peaked at $878K in Q1 2024.
  • 164 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2025.

Based on Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.