Kestra Advisory Services’s Shenandoah Telecom SHEN Stock Holding History

Kestra Advisory Services’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	$301K	Buy	19,933 +14	+0.1%	+$220	﹤0.01%	2769
2026 Q1	$307K	Hold	19,919	–	–	﹤0.01%	2603
2025 Q4	$230K	Buy	19,919 +27	+0.1%	+$319	﹤0.01%	2762
2025 Q3	$267K	Hold	19,892	–	–	﹤0.01%	2540
2025 Q2	$272K	Buy	19,892 +156	+0.8%	+$1.98K	﹤0.01%	2428
2025 Q1	$248K	Buy	19,736 +826	+4%	+$9.71K	﹤0.01%	2317
2024 Q4	$238K	Buy	18,910 +1,302	+7%	+$17.5K	﹤0.01%	2388
2024 Q3	$248K	Buy	17,608 +328	+2%	+$5.42K	﹤0.01%	2215
2024 Q2	$282K	Hold	17,280	–	–	﹤0.01%	2150
2024 Q1	$300K	Hold	17,280	–	–	﹤0.01%	1993
2023 Q4	$374K	Hold	17,280	–	–	﹤0.01%	1706
2023 Q3	$356K	Hold	17,280	–	–	﹤0.01%	1557
2023 Q2	$336K	Buy	17,280 +1,440	+9%	+$28.2K	﹤0.01%	1541
2023 Q1	$301K	Buy	+15,840	New	+$296K	﹤0.01%	1559

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

Kestra Advisory Services's SHEN Position: Q2 2026 in Review

Kestra Advisory Services increased its Shenandoah Telecom (SHEN) stake by 0.07% in Q2 2026, buying an estimated $220 and bringing the position to 19,933 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #2769.

Kestra Advisory Services first reported a position in SHEN in Q1 2023 and has held it in 14 quarters since. The position peaked at $374K in Q4 2023. 184 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

Kestra Advisory Services held 19,933 shares of Shenandoah Telecom worth $301K as of Q2 2026.
Kestra Advisory Services bought 14 Shenandoah Telecom shares in Q2 2026, an estimated $220.
Shenandoah Telecom made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2769 holding.
Kestra Advisory Services first reported a position in Shenandoah Telecom in Q1 2023 and has held it in 14 quarters since.
Kestra Advisory Services's Shenandoah Telecom position peaked at $374K in Q4 2023.
184 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.