UBS Group
SHEN icon

UBS Group’s Shenandoah Telecom SHEN Stock Holding History

UBS Group’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 		$1.5M Sell
99,160
-11,116
-10% -$175K ﹤0.01% 5372
2026
Q1 		$1.7M Sell
110,276
-34,855
-24% -$456K ﹤0.01% 5108
2025
Q4 		$1.68M Buy
145,131
+23,432
+19% +$277K ﹤0.01% 5121
2025
Q3 		$1.63M Buy
121,699
+23,906
+24% +$328K ﹤0.01% 5148
2025
Q2 		$1.34M Buy
97,793
+5,719
+6% +$72.6K ﹤0.01% 5190
2025
Q1 		$1.16M Buy
92,074
+31,226
+51% +$367K ﹤0.01% 5158
2024
Q4 		$767K Buy
60,848
+38,590
+173% +$519K ﹤0.01% 5521
2024
Q3 		$314K Sell
22,258
-8,346
-27% -$138K ﹤0.01% 5540
2024
Q2 		$500K Sell
30,604
-20,935
-41% -$337K ﹤0.01% 5001
2024
Q1 		$895K Buy
51,539
+8,141
+19% +$158K ﹤0.01% 4690
2023
Q4 		$938K Buy
43,398
+32,267
+290% +$723K ﹤0.01% 4556
2023
Q3 		$229K Sell
11,131
-35,588
-76% -$729K ﹤0.01% 5269
2023
Q2 		$908K Buy
46,719
+23,997
+106% +$470K ﹤0.01% 4334
2023
Q1 		$432K Buy
22,722
+5,709
+34% +$107K ﹤0.01% 4805
2022
Q4 		$270K Buy
17,013
+12,226
+255% +$224K ﹤0.01% 5219
2022
Q3 		$81K Buy
4,787
+4,598
+2,433% +$98.1K ﹤0.01% 5896
2022
Q2 		$4K Sell
189
-7,180
-97% -$162K ﹤0.01% 9114
2022
Q1 		$174K Sell
7,369
-19,348
-72% -$437K ﹤0.01% 5474
2021
Q4 		$681K Buy
26,717
+25,277
+1,755% +$710K ﹤0.01% 4724
2021
Q3 		$46K Buy
1,440
+722
+101% +$27.5K ﹤0.01% 6400
2021
Q2 		$35K Buy
718
+483
+206% +$23.9K ﹤0.01% 6776
2021
Q1 		$11K Sell
235
-22,938
-99% -$1.05M ﹤0.01% 7869
2020
Q4 		$1M Buy
23,173
+20,495
+765% +$920K ﹤0.01% 4029
2020
Q3 		$119K Sell
2,678
-1,194
-31% -$60.9K ﹤0.01% 5088
2020
Q2 		$191K Sell
3,872
-5,405
-58% -$274K ﹤0.01% 4829
2020
Q1 		$457K Sell
9,277
-40,075
-81% -$1.78M ﹤0.01% 4052
2019
Q4 		$2.05M Buy
49,352
+8,559
+21% +$303K ﹤0.01% 3527
2019
Q3 		$1.3M Buy
40,793
+20,765
+104% +$728K ﹤0.01% 3731
2019
Q2 		$771K Sell
20,028
-3,993
-17% -$166K ﹤0.01% 3954
2019
Q1 		$1.07M Sell
24,021
-12,187
-34% -$572K ﹤0.01% 3531
2018
Q4 		$1.6M Buy
36,208
+8,029
+28% +$343K ﹤0.01% 3255
2018
Q3 		$1.09M Buy
28,179
+5,996
+27% +$214K ﹤0.01% 3765
2018
Q2 		$725K Buy
22,183
+444
+2% +$15.2K ﹤0.01% 4033
2018
Q1 		$783K Sell
21,739
-913
-4% -$30.4K ﹤0.01% 3905
2017
Q4 		$766K Buy
22,652
+1,299
+6% +$47.8K ﹤0.01% 3984
2017
Q3 		$794K Sell
21,353
-1,087
-5% -$36.9K ﹤0.01% 3882
2017
Q2 		$689K Buy
22,440
+11,832
+112% +$367K ﹤0.01% 3887
2017
Q1 		$298K Sell
10,608
-387
-4% -$10.7K ﹤0.01% 4393
2016
Q4 		$300K Buy
10,995
+5,196
+90% +$139K ﹤0.01% 4485
2016
Q3 		$158K Sell
5,799
-4,242
-42% -$136K ﹤0.01% 4706
2016
Q2 		$392K Sell
10,041
-302
-3% -$9.34K ﹤0.01% 4082
2016
Q1 		$277K Sell
10,343
-233
-2% -$5.35K ﹤0.01% 4253
2015
Q4 		$228K Sell
10,576
-1,512
-13% -$34.9K ﹤0.01% 4566
2015
Q3 		$259K Buy
12,088
+10,258
+561% +$194K ﹤0.01% 4433
2015
Q2 		$31K Buy
1,830
+830
+83% +$13.8K ﹤0.01% 6453
2015
Q1 		$16K Buy
+1,000
New +$15.3K ﹤0.01% 7221

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 Group's SHEN Position: Q2 2026 in Review

UBS Group reduced its Shenandoah Telecom (SHEN) stake by 10% in Q2 2026, selling an estimated $175K and leaving 99,160 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #5372.

UBS Group first reported a position in SHEN in Q1 2015 and has held it in 46 quarters since. The position peaked at $2.05M in Q4 2019. 184 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

  • UBS Group held 99,160 shares of Shenandoah Telecom worth $1.5M as of Q2 2026.
  • UBS Group sold 11,116 Shenandoah Telecom shares in Q2 2026, an estimated $175K.
  • Shenandoah Telecom made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5372 holding.
  • UBS Group first reported a position in Shenandoah Telecom in Q1 2015 and has held it in 46 quarters since.
  • UBS Group's Shenandoah Telecom position peaked at $2.05M in Q4 2019.
  • 184 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

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