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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
Q2 		$5.55K Buy
368
+25
+7% +$394 ﹤0.01% 2264
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 $6.73T AUM 46.02% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return
EC
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Pinnacle Wealth Planning Services's SHEN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Shenandoah Telecom (SHEN) stake by 7.3% in Q2 2026, buying an estimated $394 and bringing the position to 368 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

Pinnacle Wealth Planning Services first reported a position in SHEN in Q4 2020 and has held it in 4 quarters since. The position peaked at $24K in Q4 2020. 185 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 368 shares of Shenandoah Telecom worth $5.55K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 25 Shenandoah Telecom shares in Q2 2026, an estimated $394.
  • Shenandoah Telecom made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2264 holding.
  • Pinnacle Wealth Planning Services first reported a position in Shenandoah Telecom in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Shenandoah Telecom position peaked at $24K in Q4 2020.
  • 185 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.