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Root Financial Partners’s Shenandoah Telecom SHEN Stock Holding History

Root Financial Partners’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 		– Sell
-47
Closed -$725 – 2696
2026
Q1 		$725 Buy
+47
New +$615 ﹤0.01% 2731

Other funds holding SHEN

CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Root Financial Partners's SHEN Position: Q2 2026 in Review

Root Financial Partners sold out of Shenandoah Telecom (SHEN) in Q2 2026, closing a stake of 47 shares — an estimated $725 sold.

Root Financial Partners first reported a position in SHEN in Q1 2026 and held it in 1 quarter. The position peaked at $725 in Q1 2026. 36 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

  • Root Financial Partners reported no remaining Shenandoah Telecom position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 47 Shenandoah Telecom shares in Q2 2026, an estimated $725.
  • Root Financial Partners first reported a position in Shenandoah Telecom in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Shenandoah Telecom position peaked at $725 in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.