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Steward Partners Investment Advisory’s Shenandoah Telecom SHEN Stock Holding History

Steward Partners Investment Advisory’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 		$37.7K Hold
2,500
– – ﹤0.01% 3107
2026
Q1 		$38.5K Buy
2,500
+1,000
+67% +$13.1K ﹤0.01% 2919
2025
Q4 		$17.3K Sell
1,500
-13,500
-90% -$160K ﹤0.01% 3195
2025
Q3 		$201K Buy
+15,000
New +$206K ﹤0.01% 1868

Other funds holding SHEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Partners Investment Advisory's SHEN Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Shenandoah Telecom (SHEN) position steady in Q2 2026 at 2,500 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3107.

Steward Partners Investment Advisory first reported a position in SHEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $201K in Q3 2025. 131 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

  • Steward Partners Investment Advisory held 2,500 shares of Shenandoah Telecom worth $37.7K as of Q2 2026.
  • Steward Partners Investment Advisory left its Shenandoah Telecom share count unchanged in Q2 2026.
  • Shenandoah Telecom made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3107 holding.
  • Steward Partners Investment Advisory first reported a position in Shenandoah Telecom in Q3 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Shenandoah Telecom position peaked at $201K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.