Wealthcare Advisory Partners’s Shenandoah Telecom SHEN Stock Holding History

Wealthcare Advisory Partners’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	$201K	Buy	+13,304	New	+$209K	﹤0.01%	1040
2021 Q2	–	Sell	-602	Closed	-$29K	–	1644
2021 Q1	$29K	Buy	+602	New	+$27.6K	﹤0.01%	1075
2020 Q2	–	Sell	-1,522	Closed	-$75K	–	1171
2020 Q1	$75K	Sell	1,522 -1,000	-40%	-$44.4K	0.01%	426
2019 Q4	$105K	Buy	2,522 +107	+4%	+$3.79K	0.01%	397
2019 Q3	$77K	Hold	2,415	–	–	0.01%	452
2019 Q2	$93K	Hold	2,415	–	–	0.01%	391
2019 Q1	$107K	Hold	2,415	–	–	0.02%	326
2018 Q4	$107K	Sell	2,415 -396	-14%	-$16.9K	0.02%	299
2018 Q3	$109K	Sell	2,811 -2,755	-49%	-$98.1K	0.02%	320
2018 Q2	$182K	Hold	5,566	–	–	0.04%	227
2018 Q1	$200K	Hold	5,566	–	–	0.05%	194
2017 Q4	$188K	Sell	5,566 -93	-2%	-$3.42K	0.05%	187
2017 Q3	$210K	Buy	+5,659	New	+$192K	0.06%	143

Other funds holding SHEN

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

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealthcare Advisory Partners's SHEN Position: Q2 2026 in Review

Wealthcare Advisory Partners opened a new position in Shenandoah Telecom (SHEN) in Q2 2026: 13,304 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1040 among its holdings. This is a return to the name: Wealthcare Advisory Partners previously reported a position in SHEN as recently as Q1 2021.

Wealthcare Advisory Partners first reported a position in SHEN in Q3 2017 and has held it in 13 quarters since. The position peaked at $210K in Q3 2017. 184 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

Wealthcare Advisory Partners held 13,304 shares of Shenandoah Telecom worth $201K as of Q2 2026.
Shenandoah Telecom was a new Wealthcare Advisory Partners position in Q2 2026.
Shenandoah Telecom made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1040 holding.
Wealthcare Advisory Partners first reported a position in Shenandoah Telecom in Q3 2017 and has held it in 13 quarters since.
Wealthcare Advisory Partners's Shenandoah Telecom position peaked at $210K in Q3 2017.
184 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.