Creative Planning
ADTN icon

Creative Planning’s Adtran ADTN Stock Holding History

Creative Planning’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 		$1.36M Buy
97,558
+11,040
+13% +$172K ﹤0.01% 2402
2026
Q1 		$1.09M Buy
86,518
+25,571
+42% +$259K ﹤0.01% 2386
2025
Q4 		$530K Sell
60,947
-5,626
-8% -$48.8K ﹤0.01% 2790
2025
Q3 		$624K Buy
66,573
+2,799
+4% +$26.1K ﹤0.01% 2535
2025
Q2 		$572K Buy
63,774
+3,424
+6% +$27.3K ﹤0.01% 2337
2025
Q1 		$526K Buy
60,350
+513
+0.9% +$5.16K ﹤0.01% 2236
2024
Q4 		$498K Buy
59,837
+5,137
+9% +$37.9K ﹤0.01% 2227
2024
Q3 		$324K Sell
54,700
-466
-0.8% -$2.59K ﹤0.01% 2455
2024
Q2 		$290K Buy
55,166
+33,548
+155% +$171K ﹤0.01% 2378
2024
Q1 		$118K Sell
21,618
-2,777
-11% -$17.7K ﹤0.01% 2677
2023
Q4 		$179K Buy
24,395
+10,630
+77% +$70.1K ﹤0.01% 2466
2023
Q3 		$113K Sell
13,765
-1,786
-11% -$15.9K ﹤0.01% 2375
2023
Q2 		$164K Buy
+15,551
New +$154K ﹤0.01% 2262
2017
Q1 		– Sell
-20
Closed – – 4621
2016
Q4 		$0 Buy
+20
New +$404 ﹤0.01% 4597

Other funds holding ADTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

Creative Planning's ADTN Position: Q2 2026 in Review

Creative Planning increased its Adtran (ADTN) stake by 13% in Q2 2026, buying an estimated $172K and bringing the position to 97,558 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2402.

Creative Planning first reported a position in ADTN in Q4 2016 and has held it in 14 quarters since. 249 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

  • Creative Planning held 97,558 shares of Adtran worth $1.36M as of Q2 2026.
  • Creative Planning bought 11,040 Adtran shares in Q2 2026, an estimated $172K.
  • Adtran made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2402 holding.
  • Creative Planning first reported a position in Adtran in Q4 2016 and has held it in 14 quarters since.
  • 249 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.