Cerity Partners
ADTN icon

Cerity Partners’s Adtran ADTN Stock Holding History

Cerity Partners’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
Q2 		$247K Sell
17,786
-2,005
-10% -$31.3K ﹤0.01% 2928
2026
Q1 		$249K Buy
+19,791
New +$201K ﹤0.01% 2743
2025
Q4 		– Sell
-10,495
Closed -$98.4K – 2874
2025
Q3 		$98.4K Buy
+10,495
New +$97.8K ﹤0.01% 2629
2025
Q2 		– Sell
-15,705
Closed -$137K – 2629
2025
Q1 		$137K Buy
+15,705
New +$158K ﹤0.01% 2280
2024
Q2 		– Sell
-20,062
Closed -$109K – 2224
2024
Q1 		$109K Buy
+20,062
New +$128K ﹤0.01% 2200

Other funds holding ADTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cerity Partners's ADTN Position: Q2 2026 in Review

Cerity Partners reduced its Adtran (ADTN) stake by 10% in Q2 2026, selling an estimated $31.3K and leaving 17,786 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2928.

Cerity Partners first reported a position in ADTN in Q1 2024 and has held it in 5 quarters since. The position peaked at $249K in Q1 2026. 213 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

  • Cerity Partners held 17,786 shares of Adtran worth $247K as of Q2 2026.
  • Cerity Partners sold 2,005 Adtran shares in Q2 2026, an estimated $31.3K.
  • Adtran made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2928 holding.
  • Cerity Partners first reported a position in Adtran in Q1 2024 and has held it in 5 quarters since.
  • Cerity Partners's Adtran position peaked at $249K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.