Rothwell Investment Advisors, LLC’s Adtran ADTN Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio ADTN Stock Details ADTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.15K	Buy	+900	New	+$7.99K	﹤0.01%	871

Other funds holding ADTN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothwell Investment Advisors, LLC's ADTN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Adtran (ADTN) in Q3 2026: 900 shares worth $6.15K. The stake represents ﹤0.01% of the portfolio and ranks #871 among its holdings.

68 funds tracked by Wall St. Rank hold ADTN as of Q3 2026.

Rothwell Investment Advisors, LLC held 900 shares of Adtran worth $6.15K as of Q3 2026.
Adtran was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Adtran made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #871 holding.
68 funds tracked by Wall St. Rank held Adtran as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.