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Integrated Wealth Concepts’s Shenandoah Telecom SHEN Stock Holding History

Integrated Wealth Concepts’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 		$2.71K Buy
+180
New +$2.83K ﹤0.01% 5253

Other funds holding SHEN

BlackRock
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
EC
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Integrated Wealth Concepts's SHEN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Shenandoah Telecom (SHEN) in Q2 2026: 180 shares worth $2.71K. The stake represents ﹤0.01% of the portfolio and ranks #5253 among its holdings.

184 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

  • Integrated Wealth Concepts held 180 shares of Shenandoah Telecom worth $2.71K as of Q2 2026.
  • Shenandoah Telecom was a new Integrated Wealth Concepts position in Q2 2026.
  • Shenandoah Telecom made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5253 holding.
  • 184 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.