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Wealthspire Advisors (New York)’s Shenandoah Telecom SHEN Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-101
Closed -$1.35K – 2569
2025
Q3 		$1.35K Buy
+101
New +$1.39K ﹤0.01% 2693

Other funds holding SHEN

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GGH
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EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthspire Advisors (New York)'s SHEN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Shenandoah Telecom (SHEN) in Q4 2025, closing a stake of 101 shares — an estimated $1.35K sold.

Wealthspire Advisors (New York) first reported a position in SHEN in Q3 2025 and held it in 1 quarter. The position peaked at $1.35K in Q3 2025. 159 funds tracked by Wall St. Rank hold SHEN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Shenandoah Telecom position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 101 Shenandoah Telecom shares in Q4 2025, an estimated $1.35K.
  • Wealthspire Advisors (New York) first reported a position in Shenandoah Telecom in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Shenandoah Telecom position peaked at $1.35K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.