EverSource Wealth Advisors’s Shenandoah Telecom SHEN Stock Holding History

EverSource Wealth Advisors’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 Q2	$1.88K	Sell	125 -28	-18%	-$441	﹤0.01%	3743
2026 Q1	$2.36K	Buy	153 +11	+8%	+$144	﹤0.01%	3588
2025 Q4	$1.64K	Sell	142 -150	-51%	-$1.77K	﹤0.01%	3565
2025 Q3	$3.92K	Hold	292	–	–	﹤0.01%	3258
2025 Q2	$3.99K	Buy	+292	New	+$3.71K	﹤0.01%	3253
2023 Q4	–	Sell	-104	Closed	-$2.14K	–	2733
2023 Q3	$2.14K	Hold	104	–	–	﹤0.01%	1981
2023 Q2	$2.02K	Buy	+104	New	+$2.04K	﹤0.01%	2025
2023 Q1	–	Sell	-76	Closed	-$1.21K	–	2513
2022 Q4	$1.21K	Buy	+76	New	+$1.39K	﹤0.01%	2042
2022 Q3	–	Sell	-95	Closed	-$2K	–	2118
2022 Q2	$2K	Buy	+95	New	+$2.15K	﹤0.01%	1560

Other funds holding SHEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GGH

GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

EverSource Wealth Advisors's SHEN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Shenandoah Telecom (SHEN) stake by 18% in Q2 2026, selling an estimated $441 and leaving 125 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #3743.

EverSource Wealth Advisors first reported a position in SHEN in Q2 2022 and has held it in 9 quarters since. The position peaked at $3.99K in Q2 2025. 184 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

EverSource Wealth Advisors held 125 shares of Shenandoah Telecom worth $1.88K as of Q2 2026.
EverSource Wealth Advisors sold 28 Shenandoah Telecom shares in Q2 2026, an estimated $441.
Shenandoah Telecom made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3743 holding.
EverSource Wealth Advisors first reported a position in Shenandoah Telecom in Q2 2022 and has held it in 9 quarters since.
EverSource Wealth Advisors's Shenandoah Telecom position peaked at $3.99K in Q2 2025.
184 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.