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Rothschild Investment LLC’s Shenandoah Telecom SHEN Stock Holding History

Rothschild Investment LLC’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 		$829 Buy
+55
New +$866 ﹤0.01% 3114
2025
Q4 		– Sell
-70
Closed -$939 – 3493
2025
Q3 		$939 Hold
70
– – ﹤0.01% 2603
2025
Q2 		$956 Buy
70
+40
+133% +$508 ﹤0.01% 2498
2025
Q1 		$377 Sell
30
-30
-50% -$353 ﹤0.01% 2704
2024
Q4 		$757 Buy
60
+20
+50% +$269 ﹤0.01% 2378
2024
Q3 		$564 Buy
40
+30
+300% +$495 ﹤0.01% 2438
2024
Q2 		$163 Buy
10
+5
+100% +$81 ﹤0.01% 2549
2024
Q1 		$87 Buy
+5
New +$97 ﹤0.01% 2238

Other funds holding SHEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

Rothschild Investment LLC's SHEN Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in Shenandoah Telecom (SHEN) in Q2 2026: 55 shares worth $829. The stake represents ﹤0.01% of the portfolio and ranks #3114 among its holdings. This is a return to the name: Rothschild Investment LLC previously reported a position in SHEN as recently as Q3 2025.

Rothschild Investment LLC first reported a position in SHEN in Q1 2024 and has held it in 8 quarters since. The position peaked at $956 in Q2 2025. 61 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

  • Rothschild Investment LLC held 55 shares of Shenandoah Telecom worth $829 as of Q2 2026.
  • Shenandoah Telecom was a new Rothschild Investment LLC position in Q2 2026.
  • Shenandoah Telecom made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3114 holding.
  • Rothschild Investment LLC first reported a position in Shenandoah Telecom in Q1 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's Shenandoah Telecom position peaked at $956 in Q2 2025.
  • 61 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.