LPL Financial
SHEN icon

LPL Financial’s Shenandoah Telecom SHEN Stock Holding History

LPL Financial’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
Q1 		$518K Sell
33,595
-3,154
-9% -$41.3K ﹤0.01% 4723
2025
Q4 		$425K Sell
36,749
-2,166
-6% -$25.6K ﹤0.01% 4866
2025
Q3 		$522K Buy
38,915
+125
+0.3% +$1.72K ﹤0.01% 4585
2025
Q2 		$530K Sell
38,790
-2,702
-7% -$34.3K ﹤0.01% 4338
2025
Q1 		$522K Buy
41,492
+3,031
+8% +$35.6K ﹤0.01% 4135
2024
Q4 		$485K Buy
38,461
+2,143
+6% +$28.8K ﹤0.01% 4117
2024
Q3 		$512K Buy
36,318
+804
+2% +$13.3K ﹤0.01% 3976
2024
Q2 		$580K Sell
35,514
-2,628
-7% -$42.3K ﹤0.01% 3741
2024
Q1 		$663K Sell
38,142
-998
-3% -$19.3K ﹤0.01% 3541
2023
Q4 		$846K Sell
39,140
-4,326
-10% -$96.9K ﹤0.01% 3188
2023
Q3 		$896K Sell
43,466
-6,801
-14% -$139K ﹤0.01% 2989
2023
Q2 		$977K Buy
50,267
+15,780
+46% +$309K ﹤0.01% 2848
2023
Q1 		$656K Buy
34,487
+183
+0.5% +$3.42K ﹤0.01% 3122
2022
Q4 		$545K Sell
34,304
-5,127
-13% -$93.8K ﹤0.01% 3181
2022
Q3 		$671K Buy
39,431
+461
+1% +$9.83K ﹤0.01% 2874
2022
Q2 		$865K Buy
38,970
+513
+1% +$11.6K ﹤0.01% 2695
2022
Q1 		$907K Buy
38,457
+10,180
+36% +$230K ﹤0.01% 2687
2021
Q4 		$721K Sell
28,277
-19,948
-41% -$560K ﹤0.01% 2957
2021
Q3 		$1.52M Sell
48,225
-7,264
-13% -$276K ﹤0.01% 2265
2021
Q2 		$2.69M Sell
55,489
-119
-0.2% -$5.89K ﹤0.01% 1754
2021
Q1 		$2.71M Sell
55,608
-2,297
-4% -$105K ﹤0.01% 1628
2020
Q4 		$2.5M Sell
57,905
-3,755
-6% -$169K ﹤0.01% 1529
2020
Q3 		$2.74M Buy
61,660
+11,166
+22% +$569K ﹤0.01% 1290
2020
Q2 		$2.49M Buy
50,494
+8,174
+19% +$415K ﹤0.01% 1239
2020
Q1 		$2.08M Buy
42,320
+10,451
+33% +$464K ﹤0.01% 1170
2019
Q4 		$1.33M Sell
31,869
-9,771
-23% -$346K ﹤0.01% 1644
2019
Q3 		$1.32M Buy
41,640
+2,261
+6% +$79.3K ﹤0.01% 1538
2019
Q2 		$1.52M Buy
39,379
+3,349
+9% +$139K ﹤0.01% 1426
2019
Q1 		$1.6M Sell
36,030
-1,000
-3% -$46.9K ﹤0.01% 1327
2018
Q4 		$1.64M Buy
37,030
+24,056
+185% +$1.03M ﹤0.01% 1185
2018
Q3 		$503K Buy
12,974
+1,000
+8% +$35.6K ﹤0.01% 2225
2018
Q2 		$392K Buy
11,974
+2,300
+24% +$78.6K ﹤0.01% 2411
2018
Q1 		$348K Hold
9,674
– – ﹤0.01% 2483
2017
Q4 		$327K Buy
9,674
+1,414
+17% +$52K ﹤0.01% 2408
2017
Q3 		$307K Sell
8,260
-9,400
-53% -$319K ﹤0.01% 2341
2017
Q2 		$542K Buy
17,660
+1,650
+10% +$51.1K ﹤0.01% 1826
2017
Q1 		$439K Buy
16,010
+3,348
+26% +$92.6K ﹤0.01% 1917
2016
Q4 		$366K Buy
12,662
+4,785
+61% +$128K ﹤0.01% 2011
2016
Q3 		$206K Sell
7,877
-11,912
-60% -$382K ﹤0.01% 2390
2016
Q2 		$778K Buy
+19,789
New +$612K 0.01% 1338

Other funds holding SHEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LPL Financial's SHEN Position: Q1 2026 in Review

LPL Financial reduced its Shenandoah Telecom (SHEN) stake by 8.6% in Q1 2026, selling an estimated $41.3K and leaving 33,595 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #4723.

LPL Financial first reported a position in SHEN in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.74M in Q3 2020. 169 funds tracked by Wall St. Rank hold SHEN as of Q1 2026.

  • LPL Financial held 33,595 shares of Shenandoah Telecom worth $518K as of Q1 2026.
  • LPL Financial sold 3,154 Shenandoah Telecom shares in Q1 2026, an estimated $41.3K.
  • Shenandoah Telecom made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4723 holding.
  • LPL Financial first reported a position in Shenandoah Telecom in Q2 2016 and has held it in 40 quarters since.
  • LPL Financial's Shenandoah Telecom position peaked at $2.74M in Q3 2020.
  • 169 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.