True Wealth Design’s Shenandoah Telecom SHEN Stock Holding History

True Wealth Design’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	$423	Buy	+28	New	+$441	﹤0.01%	2251

Other funds holding SHEN

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return

True Wealth Design's SHEN Position: Q2 2026 in Review

True Wealth Design opened a new position in Shenandoah Telecom (SHEN) in Q2 2026: 28 shares worth $423. The stake represents ﹤0.01% of the portfolio and ranks #2251 among its holdings.

12 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

True Wealth Design held 28 shares of Shenandoah Telecom worth $423 as of Q2 2026.
Shenandoah Telecom was a new True Wealth Design position in Q2 2026.
Shenandoah Telecom made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2251 holding.
12 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.