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Private Wealth Asset Management’s Shenandoah Telecom SHEN Stock Holding History

Private Wealth Asset Management’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 		$8.39K Hold
544
– – ﹤0.01% 727
2025
Q4 		$6.29K Hold
544
– – ﹤0.01% 743
2025
Q3 		$7.3K Hold
544
– – ﹤0.01% 706
2025
Q2 		$7.43K Hold
544
– – ﹤0.01% 717
2025
Q1 		$6.84K Buy
+544
New +$6.4K ﹤0.01% 690

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

Private Wealth Asset Management's SHEN Position: Q1 2026 in Review

Private Wealth Asset Management held its Shenandoah Telecom (SHEN) position steady in Q1 2026 at 544 shares worth $8.39K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Private Wealth Asset Management first reported a position in SHEN in Q1 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold SHEN as of Q1 2026.

  • Private Wealth Asset Management held 544 shares of Shenandoah Telecom worth $8.39K as of Q1 2026.
  • Private Wealth Asset Management left its Shenandoah Telecom share count unchanged in Q1 2026.
  • Shenandoah Telecom made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #727 holding.
  • Private Wealth Asset Management first reported a position in Shenandoah Telecom in Q1 2025 and has held it in 5 quarters since.
  • 169 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.