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Visionary Wealth Advisors’s Shenandoah Telecom SHEN Stock Holding History

Visionary Wealth Advisors’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 		$642K Buy
42,555
+190
+0.4% +$2.99K 0.03% 382
2026
Q1 		$653K Buy
42,365
+18,090
+75% +$237K 0.03% 346
2025
Q4 		$281K Sell
24,275
-11,090
-31% -$131K 0.01% 510
2025
Q3 		$475K Buy
35,365
+7,205
+26% +$99K 0.02% 396
2025
Q2 		$385K Buy
28,160
+310
+1% +$3.93K 0.02% 409
2025
Q1 		$350K Sell
27,850
-8,855
-24% -$104K 0.02% 402
2024
Q4 		$463K Buy
36,705
+8,355
+29% +$112K 0.03% 362
2024
Q3 		$400K Sell
28,350
-975
-3% -$16.1K 0.02% 380
2024
Q2 		$479K Buy
29,325
+1,305
+5% +$21K 0.03% 327
2024
Q1 		$487K Buy
28,020
+1,630
+6% +$31.6K 0.03% 323
2023
Q4 		$571K Sell
26,390
-1,985
-7% -$44.5K 0.04% 295
2023
Q3 		$585K Sell
28,375
-520
-2% -$10.6K 0.05% 275
2023
Q2 		$561K Buy
28,895
+50
+0.2% +$980 0.04% 278
2023
Q1 		$549K Sell
28,845
-600
-2% -$11.2K 0.05% 268
2022
Q4 		$468K Buy
29,445
+575
+2% +$10.5K 0.04% 250
2022
Q3 		$491K Buy
28,870
+300
+1% +$6.4K 0.05% 231
2022
Q2 		$634K Sell
28,570
-300
-1% -$6.78K 0.06% 211
2022
Q1 		$681K Sell
28,870
-5,925
-17% -$134K 0.05% 212
2021
Q4 		$887K Sell
34,795
-10,505
-23% -$295K 0.07% 172
2021
Q3 		$1.43M Buy
45,300
+50
+0.1% +$1.9K 0.15% 121
2021
Q2 		$2.19M Sell
45,250
-100
-0.2% -$4.95K 0.22% 100
2021
Q1 		$2.21M Sell
45,350
-150
-0.3% -$6.87K 0.23% 104
2020
Q4 		$1.97M Sell
45,500
-200
-0.4% -$8.98K 0.22% 101
2020
Q3 		$2.03M Sell
45,700
-150
-0.3% -$7.64K 0.29% 86
2020
Q2 		$2.26M Sell
45,850
-31,050
-40% -$1.57M 0.34% 77
2020
Q1 		$3.79M Sell
76,900
-39,035
-34% -$1.73M 0.71% 46
2019
Q4 		$4.82M Buy
+115,935
New +$4.11M 0.86% 37

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

Visionary Wealth Advisors's SHEN Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Shenandoah Telecom (SHEN) stake by 0.45% in Q2 2026, buying an estimated $2.99K and bringing the position to 42,555 shares worth $642K. The position accounts for 0.03% of the portfolio, ranked #382.

Visionary Wealth Advisors first reported a position in SHEN in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.82M in Q4 2019. 184 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

  • Visionary Wealth Advisors held 42,555 shares of Shenandoah Telecom worth $642K as of Q2 2026.
  • Visionary Wealth Advisors bought 190 Shenandoah Telecom shares in Q2 2026, an estimated $2.99K.
  • Shenandoah Telecom made up 0.03% of Visionary Wealth Advisors's portfolio in Q2 2026, its #382 holding.
  • Visionary Wealth Advisors first reported a position in Shenandoah Telecom in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's Shenandoah Telecom position peaked at $4.82M in Q4 2019.
  • 184 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.