AF
ADTN icon

Allworth Financial’s Adtran ADTN Stock Holding History

Allworth Financial’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
Q1 		$19.6K Buy
1,557
+1,518
+3,892% +$15.4K ﹤0.01% 3016
2025
Q4 		$339 Sell
39
-2
-5% -$17 ﹤0.01% 4611
2025
Q3 		$385 Buy
+41
New +$382 ﹤0.01% 4499
2024
Q2 		– Sell
-399
Closed -$2.17K – 3691
2024
Q1 		$2.17K Hold
399
– – ﹤0.01% 2775
2023
Q4 		$2.93K Sell
399
-1,336
-77% -$8.8K ﹤0.01% 2504
2023
Q3 		$14.3K Buy
1,735
+1,682
+3,174% +$14.9K ﹤0.01% 1716
2023
Q2 		$559 Buy
+53
New +$526 ﹤0.01% 2877

Other funds holding ADTN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return