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Pinnacle Wealth Planning Services’s Shenandoah Telecom SHEN Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$5.29K Buy
343
+169
+97% +$2.21K ﹤0.01% 2248
2025
Q4 		$2.01K Buy
+174
New +$2.06K ﹤0.01% 2481
2021
Q1 		– Sell
-544
Closed -$24K – 1667
2020
Q4 		$24K Buy
+544
New +$24.4K 0.01% 1093

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

Pinnacle Wealth Planning Services's SHEN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Shenandoah Telecom (SHEN) stake by 97% in Q1 2026, buying an estimated $2.21K and bringing the position to 343 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

Pinnacle Wealth Planning Services first reported a position in SHEN in Q4 2020 and has held it in 3 quarters since. The position peaked at $24K in Q4 2020. 169 funds tracked by Wall St. Rank hold SHEN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 343 shares of Shenandoah Telecom worth $5.29K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 169 Shenandoah Telecom shares in Q1 2026, an estimated $2.21K.
  • Shenandoah Telecom made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2248 holding.
  • Pinnacle Wealth Planning Services first reported a position in Shenandoah Telecom in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Shenandoah Telecom position peaked at $24K in Q4 2020.
  • 169 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.