Pathstone Holdings
SHEN icon

Pathstone Holdings’s Shenandoah Telecom SHEN Stock Holding History

Pathstone Holdings’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 		$695K Buy
45,103
+117
+0.3% +$1.53K ﹤0.01% 1592
2025
Q4 		$520K Buy
44,986
+87
+0.2% +$1.03K ﹤0.01% 1737
2025
Q3 		$603K Sell
44,899
-1,165
-3% -$16K ﹤0.01% 1682
2025
Q2 		$629K Buy
46,064
+5,601
+14% +$71.1K ﹤0.01% 1611
2025
Q1 		$509K Buy
40,463
+1,286
+3% +$15.1K ﹤0.01% 1703
2024
Q4 		$494K Sell
39,177
-552
-1% -$7.42K ﹤0.01% 1723
2024
Q3 		$561K Sell
39,729
-3,605
-8% -$59.5K ﹤0.01% 1670
2024
Q2 		$708K Buy
43,334
+7,741
+22% +$125K ﹤0.01% 1509
2024
Q1 		$618K Buy
35,593
+305
+0.9% +$5.91K ﹤0.01% 1575
2023
Q4 		$763K Buy
+35,288
New +$790K ﹤0.01% 1237

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GGH
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EC
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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 $134B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return