Morgan Stanley
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Morgan Stanley’s Shenandoah Telecom SHEN Stock Holding History

Morgan Stanley’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 		$6.07M Buy
393,621
+20,950
+6% +$274K ﹤0.01% 3987
2025
Q4 		$4.31M Sell
372,671
-81,910
-18% -$969K ﹤0.01% 4295
2025
Q3 		$6.1M Buy
454,581
+34,805
+8% +$478K ﹤0.01% 3990
2025
Q2 		$5.73M Sell
419,776
-78,063
-16% -$991K ﹤0.01% 3946
2025
Q1 		$6.26M Buy
497,839
+111,129
+29% +$1.31M ﹤0.01% 3735
2024
Q4 		$4.88M Sell
386,710
-45,113
-10% -$607K ﹤0.01% 4018
2024
Q3 		$6.09M Sell
431,823
-687
-0.2% -$11.3K ﹤0.01% 3819
2024
Q2 		$7.06M Buy
432,510
+48,828
+13% +$786K ﹤0.01% 3606
2024
Q1 		$6.66M Sell
383,682
-465,136
-55% -$9.01M ﹤0.01% 3680
2023
Q4 		$18.4M Buy
848,818
+506,772
+148% +$11.4M ﹤0.01% 3423
2023
Q3 		$7.05M Buy
342,046
+30,798
+10% +$631K ﹤0.01% 3440
2023
Q2 		$6.05M Buy
311,248
+49,447
+19% +$969K ﹤0.01% 3623
2023
Q1 		$4.98M Buy
261,801
+2,568
+1% +$48K ﹤0.01% 3794
2022
Q4 		$4.12M Sell
259,233
-53,554
-17% -$980K ﹤0.01% 3923
2022
Q3 		$5.32M Sell
312,787
-77,570
-20% -$1.65M ﹤0.01% 3634
2022
Q2 		$8.66M Buy
390,357
+180,186
+86% +$4.07M ﹤0.01% 3211
2022
Q1 		$4.96M Sell
210,171
-18,550
-8% -$419K ﹤0.01% 3696
2021
Q4 		$5.83M Buy
228,721
+19,107
+9% +$536K ﹤0.01% 3557
2021
Q3 		$6.62M Sell
209,614
-92,682
-31% -$3.53M ﹤0.01% 3387
2021
Q2 		$14.7M Buy
302,296
+42,616
+16% +$2.11M ﹤0.01% 2529
2021
Q1 		$12.7M Sell
259,680
-109,436
-30% -$5.01M ﹤0.01% 2407
2020
Q4 		$16M Buy
369,116
+217,765
+144% +$9.78M ﹤0.01% 2028
2020
Q3 		$6.72M Buy
151,351
+23,376
+18% +$1.19M ﹤0.01% 2422
2020
Q2 		$6.31M Sell
127,975
-34
-0% -$1.72K ﹤0.01% 2436
2020
Q1 		$6.3M Sell
128,009
-102,067
-44% -$4.53M ﹤0.01% 2226
2019
Q4 		$9.57M Buy
230,076
+55,471
+32% +$1.96M ﹤0.01% 2477
2019
Q3 		$5.55M Buy
174,605
+163,195
+1,430% +$5.72M ﹤0.01% 2763
2019
Q2 		$440K Sell
11,410
-102,934
-90% -$4.27M ﹤0.01% 4674
2019
Q1 		$5.07M Sell
114,344
-118,734
-51% -$5.57M ﹤0.01% 2694
2018
Q4 		$10.3M Buy
233,078
+141,700
+155% +$6.05M ﹤0.01% 2096
2018
Q3 		$3.54M Sell
91,378
-14,044
-13% -$500K ﹤0.01% 3540
2018
Q2 		$3.45M Buy
105,422
+486
+0.5% +$16.6K ﹤0.01% 3572
2018
Q1 		$3.78M Buy
104,936
+4,739
+5% +$158K ﹤0.01% 3352
2017
Q4 		$3.39M Buy
100,197
+30,918
+45% +$1.14M ﹤0.01% 3513
2017
Q3 		$2.58M Buy
69,279
+21,252
+44% +$721K ﹤0.01% 3629
2017
Q2 		$1.47M Sell
48,027
-22,885
-32% -$709K ﹤0.01% 4067
2017
Q1 		$1.99M Sell
70,912
-105,932
-60% -$2.93M ﹤0.01% 3821
2016
Q4 		$4.83M Sell
176,844
-4,383
-2% -$118K ﹤0.01% 3031
2016
Q3 		$4.93M Sell
181,227
-9,012
-5% -$289K ﹤0.01% 2666
2016
Q2 		$7.43M Sell
190,239
-70,651
-27% -$2.19M ﹤0.01% 2234
2016
Q1 		$6.98M Sell
260,890
-87,086
-25% -$2M ﹤0.01% 2194
2015
Q4 		$7.49M Buy
347,976
+79,692
+30% +$1.84M ﹤0.01% 2269
2015
Q3 		$5.74M Buy
268,284
+224,802
+517% +$4.26M ﹤0.01% 2533
2015
Q2 		$744K Sell
43,482
-53,732
-55% -$892K ﹤0.01% 4420
2015
Q1 		$1.51M Buy
97,214
+24,460
+34% +$374K ﹤0.01% 3809
2014
Q4 		$1.14M Buy
72,754
+2,812
+4% +$39.8K ﹤0.01% 4051
2014
Q3 		$868K Buy
69,942
+17,366
+33% +$244K ﹤0.01% 4158
2014
Q2 		$801K Sell
52,576
-65,766
-56% -$936K ﹤0.01% 4232
2014
Q1 		$1.91M Buy
118,342
+57,066
+93% +$765K ﹤0.01% 3457
2013
Q4 		$786K Sell
61,276
-7,538
-11% -$95K ﹤0.01% 4113
2013
Q3 		$830K Sell
68,814
-93,692
-58% -$903K ﹤0.01% 3955
2013
Q2 		$1.36M Buy
+162,506
New +$1.33M ﹤0.01% 3456

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

Morgan Stanley's SHEN Position: Q1 2026 in Review

Morgan Stanley increased its Shenandoah Telecom (SHEN) stake by 5.6% in Q1 2026, buying an estimated $274K and bringing the position to 393,621 shares worth $6.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3987.

Morgan Stanley first reported a position in SHEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.4M in Q4 2023. 169 funds tracked by Wall St. Rank hold SHEN as of Q1 2026.

  • Morgan Stanley held 393,621 shares of Shenandoah Telecom worth $6.07M as of Q1 2026.
  • Morgan Stanley bought 20,950 Shenandoah Telecom shares in Q1 2026, an estimated $274K.
  • Shenandoah Telecom made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3987 holding.
  • Morgan Stanley first reported a position in Shenandoah Telecom in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Shenandoah Telecom position peaked at $18.4M in Q4 2023.
  • 169 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.