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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
Q2 		$8.2K Hold
544
– – ﹤0.01% 740
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 $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

Private Wealth Asset Management's SHEN Position: Q2 2026 in Review

Private Wealth Asset Management held its Shenandoah Telecom (SHEN) position steady in Q2 2026 at 544 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Private Wealth Asset Management first reported a position in SHEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.39K in Q1 2026. 185 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

  • Private Wealth Asset Management held 544 shares of Shenandoah Telecom worth $8.2K as of Q2 2026.
  • Private Wealth Asset Management left its Shenandoah Telecom share count unchanged in Q2 2026.
  • Shenandoah Telecom made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #740 holding.
  • Private Wealth Asset Management first reported a position in Shenandoah Telecom in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Shenandoah Telecom position peaked at $8.39K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.