UBS AM
SHEN icon

UBS AM’s Shenandoah Telecom SHEN Stock Holding History

UBS AM’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 		$2.19M Buy
145,208
+15,796
+12% +$249K ﹤0.01% 2010
2026
Q1 		$2M Buy
129,412
+1,066
+0.8% +$13.9K ﹤0.01% 2049
2025
Q4 		$1.48M Sell
128,346
-5,516
-4% -$65.2K ﹤0.01% 1994
2025
Q3 		$1.8M Sell
133,862
-28,428
-18% -$390K ﹤0.01% 1798
2025
Q2 		$2.22M Buy
162,290
+17,113
+12% +$217K ﹤0.01% 2096
2025
Q1 		$1.82M Sell
145,177
-1,380
-0.9% -$16.2K ﹤0.01% 2031
2024
Q4 		$1.85M Buy
146,557
+8,253
+6% +$111K ﹤0.01% 2090
2024
Q3 		$1.95M Sell
138,304
-4,409
-3% -$72.8K ﹤0.01% 2049
2024
Q2 		$2.33M Buy
142,713
+75,886
+114% +$1.22M ﹤0.01% 1920
2024
Q1 		$1.16M Hold
66,827
– – ﹤0.01% 1935
2023
Q4 		$1.44M Buy
66,827
+4,268
+7% +$95.6K ﹤0.01% 1831
2023
Q3 		$1.29M Buy
62,559
+5,461
+10% +$112K ﹤0.01% 1823
2023
Q2 		$1.09M Hold
57,098
– – ﹤0.01% 1964
2023
Q1 		$1.09M Buy
57,098
+1,955
+4% +$36.5K ﹤0.01% 1964
2022
Q4 		$876K Buy
55,143
+167
+0.3% +$3.06K ﹤0.01% 1912
2022
Q3 		$936K Buy
54,976
+10,167
+23% +$217K ﹤0.01% 2007
2022
Q2 		$995K Buy
44,809
+12
+0% +$271 ﹤0.01% 1966
2022
Q1 		$1.06M Buy
44,797
+334
+0.8% +$7.54K ﹤0.01% 2107
2021
Q4 		$1.13M Sell
44,463
-8,876
-17% -$249K ﹤0.01% 2148
2021
Q3 		$1.68M Buy
53,339
+2,879
+6% +$110K ﹤0.01% 1910
2021
Q2 		$2.45M Buy
50,460
+1,089
+2% +$53.9K ﹤0.01% 1759
2021
Q1 		$2.41M Hold
49,371
– – ﹤0.01% 1680
2020
Q4 		$2.14M Hold
49,371
– – ﹤0.01% 1654
2020
Q3 		$2.19M Buy
49,371
+3,189
+7% +$163K ﹤0.01% 1517
2020
Q2 		$2.28M Sell
46,182
-8,070
-15% -$409K ﹤0.01% 1465
2020
Q1 		$2.67M Buy
54,252
+2,233
+4% +$99.2K ﹤0.01% 1298
2019
Q4 		$2.16M Buy
52,019
+5,941
+13% +$210K ﹤0.01% 1570
2019
Q3 		$1.46M Buy
46,078
+10,279
+29% +$360K ﹤0.01% 1760
2019
Q2 		$1.38M Buy
35,799
+346
+1% +$14.3K ﹤0.01% 1759
2019
Q1 		$1.57M Buy
35,453
+4,718
+15% +$221K ﹤0.01% 1633
2018
Q4 		$1.36M Buy
30,735
+6,961
+29% +$297K ﹤0.01% 1606
2018
Q3 		$921K Buy
23,774
+5,509
+30% +$196K ﹤0.01% 1838
2018
Q2 		$597K Sell
18,265
-1,342
-7% -$45.8K ﹤0.01% 2023
2018
Q1 		$706K Buy
19,607
+966
+5% +$32.1K ﹤0.01% 1890
2017
Q4 		$630K Sell
18,641
-5,409
-22% -$199K ﹤0.01% 1899
2017
Q3 		$895K Buy
24,050
+12,550
+109% +$426K ﹤0.01% 1758
2017
Q2 		$353K Buy
11,500
+3,200
+39% +$99.2K ﹤0.01% 1970
2017
Q1 		$233K Hold
8,300
– – ﹤0.01% 2115
2016
Q4 		$227K Sell
8,300
-12,772
-61% -$343K ﹤0.01% 2064
2016
Q3 		$573K Sell
21,072
-3,995
-16% -$128K ﹤0.01% 1910
2016
Q2 		$979K Buy
25,067
+5,495
+28% +$170K ﹤0.01% 1661
2016
Q1 		$524K Sell
19,572
-800
-4% -$18.4K ﹤0.01% 1895
2015
Q4 		$439K Buy
20,372
+7,772
+62% +$180K ﹤0.01% 2122
2015
Q3 		$270K Hold
12,600
– – ﹤0.01% 2339
2015
Q2 		$216K Buy
+12,600
New +$209K ﹤0.01% 2549

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

UBS AM's SHEN Position: Q2 2026 in Review

UBS AM increased its Shenandoah Telecom (SHEN) stake by 12% in Q2 2026, buying an estimated $249K and bringing the position to 145,208 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

UBS AM first reported a position in SHEN in Q2 2015 and has held it in 45 quarters since. The position peaked at $2.67M in Q1 2020. 184 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

  • UBS AM held 145,208 shares of Shenandoah Telecom worth $2.19M as of Q2 2026.
  • UBS AM bought 15,796 Shenandoah Telecom shares in Q2 2026, an estimated $249K.
  • Shenandoah Telecom made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2010 holding.
  • UBS AM first reported a position in Shenandoah Telecom in Q2 2015 and has held it in 45 quarters since.
  • UBS AM's Shenandoah Telecom position peaked at $2.67M in Q1 2020.
  • 184 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.