JO
SHEN icon

John Overdeck’s Shenandoah Telecom SHEN Stock Holding History

John Overdeck’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 		$512K Sell
33,922
-276,252
-89% -$4.35M ﹤0.01% 4145
2026
Q1 		$4.78M Buy
310,174
+57,995
+23% +$759K ﹤0.01% 2019
2025
Q4 		$2.92M Buy
252,179
+46,131
+22% +$546K ﹤0.01% 2162
2025
Q3 		$2.77M Buy
206,048
+95,823
+87% +$1.32M ﹤0.01% 1916
2025
Q2 		$1.51M Buy
110,225
+59,817
+119% +$759K ﹤0.01% 2017
2025
Q1 		$634K Buy
50,408
+40,377
+403% +$475K ﹤0.01% 2414
2024
Q4 		$126K Buy
+10,031
New +$135K ﹤0.01% 2941
2019
Q3 		– Sell
-15,614
Closed -$601K – 3756
2019
Q2 		$601K Buy
15,614
+5,387
+53% +$223K ﹤0.01% 2356
2019
Q1 		$454K Sell
10,227
-106,581
-91% -$5M ﹤0.01% 2327
2018
Q4 		$5.17M Buy
116,808
+78,804
+207% +$3.36M 0.02% 778
2018
Q3 		$1.47M Buy
+38,004
New +$1.35M ﹤0.01% 1695
2018
Q2 		– Sell
-6,512
Closed -$234K – 3610
2018
Q1 		$234K Buy
+6,512
New +$217K ﹤0.01% 2906
2017
Q4 		– Sell
-8,504
Closed -$316K – 3421
2017
Q3 		$316K Buy
+8,504
New +$289K ﹤0.01% 2387
2015
Q4 		– Sell
-51,678
Closed -$1.11M – 2955
2015
Q3 		$1.11M Sell
51,678
-20,186
-28% -$382K 0.01% 1139
2015
Q2 		$1.23M Buy
+71,864
New +$1.19M 0.01% 1519
2015
Q1 		– Sell
-39,666
Closed -$620K – 2830
2014
Q4 		$620K Buy
+39,666
New +$561K ﹤0.01% 1613

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

John Overdeck's SHEN Position: Q2 2026 in Review

John Overdeck reduced its Shenandoah Telecom (SHEN) stake by 89% in Q2 2026, selling an estimated $4.35M and leaving 33,922 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #4145.

John Overdeck first reported a position in SHEN in Q4 2014 and has held it in 16 quarters since. The position peaked at $5.17M in Q4 2018. 183 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

  • John Overdeck held 33,922 shares of Shenandoah Telecom worth $512K as of Q2 2026.
  • John Overdeck sold 276,252 Shenandoah Telecom shares in Q2 2026, an estimated $4.35M.
  • Shenandoah Telecom made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4145 holding.
  • John Overdeck first reported a position in Shenandoah Telecom in Q4 2014 and has held it in 16 quarters since.
  • John Overdeck's Shenandoah Telecom position peaked at $5.17M in Q4 2018.
  • 183 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.