Private Advisor Group’s Shenandoah Telecom SHEN Stock Holding History

Private Advisor Group’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
2025 Q3	–	Sell	-189,471	Closed	-$2.59M	–	2680
2025 Q2	$2.59M	Sell	189,471 -61,000	-24%	-$774K	0.01%	858
2025 Q1	$3.15M	Buy	250,471 +61,825	+33%	+$727K	0.02%	706
2024 Q4	$2.38M	Buy	+188,646	New	+$2.54M	0.01%	808
2020 Q4	–	Sell	-4,610	Closed	-$205K	–	1820
2020 Q3	$205K	Hold	4,610	–	–	﹤0.01%	1394
2020 Q2	$227K	Hold	4,610	–	–	﹤0.01%	1324
2020 Q1	$227K	Buy	+4,610	New	+$205K	﹤0.01%	1188
2016 Q2	–	Sell	-17,978	Closed	-$481K	–	1165
2016 Q1	$481K	Buy	+17,978	New	+$413K	0.02%	593
2015 Q4	–	Sell	-21,628	Closed	-$463K	–	1136
2015 Q3	$463K	Hold	21,628	–	–	0.03%	599
2015 Q2	$370K	Hold	21,628	–	–	0.02%	713
2015 Q1	$337K	Hold	21,628	–	–	0.02%	694
2014 Q4	$338K	Hold	21,628	–	–	0.02%	663
2014 Q3	$268K	Hold	21,628	–	–	0.02%	734
2014 Q2	$329K	Hold	21,628	–	–	0.03%	627
2014 Q1	$349K	Hold	21,628	–	–	0.04%	525
2013 Q4	$278K	Buy	+21,628	New	+$273K	0.03%	547

Other funds holding SHEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GGH

GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BRIM

Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return

Private Advisor Group's SHEN Position: Q3 2025 in Review

Private Advisor Group sold out of Shenandoah Telecom (SHEN) in Q3 2025, closing a stake of 189,471 shares — an estimated $2.59M sold.

Private Advisor Group first reported a position in SHEN in Q4 2013 and held it in 15 quarters. The position peaked at $3.15M in Q1 2025. 161 funds tracked by Wall St. Rank hold SHEN as of Q3 2025.

Private Advisor Group reported no remaining Shenandoah Telecom position as of Q3 2025 after selling out during the quarter.
Private Advisor Group sold 189,471 Shenandoah Telecom shares in Q3 2025, an estimated $2.59M.
Private Advisor Group first reported a position in Shenandoah Telecom in Q4 2013 and held it in 15 quarters.
Private Advisor Group's Shenandoah Telecom position peaked at $3.15M in Q1 2025.
161 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q3 2025.

Based on Private Advisor Group's 13F filing for Q3 2025, filed 13 Nov 2025.